Denis McGroddy.
VP, Financial Consultant
- Role
- VP, Financial Consultant at Charles Schwab
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Denis McGroddy.
FINRA Series 24, 7, 4, 66, and 63 Dedicated to helping clients reach their…
Experience
VP, Financial Consultant
Jan 2022 — Present · Leesburg, VA, US
Education
University College Dublin
Batchelor of Commerce
Skills
- Series 7
- Customer Service
- Series 63
- Financial Services
- Wealth Management
- Options
- Series 24
- Securities Regulation
- Securities
- Bonds
- Equities
- Series 4
- Banking
- Mutual Funds
- Risk Management
- Etfs
- Finra
- Investments
- Portfolio Management
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