Delphi Pradiana
Licensed Financial Services Professional
- Role
- Licensed Financial Services Professional at Charles Schwab
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Delphi Pradiana
Having received a Psychology and Business Administration degree from the University of…
Experience
Licensed Financial Services Professional
Jun 2024 — Present · Austin, TX, US
FINRA SIE, Series 7, and Series 63 licensed through Schwab Service Academy to register as a stock broker.Place stock, mutual fund, and CD trades for clients in addition to providing education to clients as to the differences between various equity positions. Provide clients with accurate information regarding the stock market, trading rules, and product based scenarios which include being up to date on Schwab\'s account types, managed solutions, and cashiering capabilities for clients. Assist clients in fulfilling cashiering activities such as wire, ACH, and checks. Work towards promotion and lateral movement by demonstrating ability to lead team huddles where we align our goals and strive to better our metrics and KPIs as well as allow newer reps to shadow me.
Education
James E. Taylor High School
High School Diploma
2016 — 2018
The University of Texas at Austin
Bachelor of Science - BS
2019 — 2022
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