Edward Kleinman
Branch Manager at Raymond James in Aventura, FL
- Role
- Branch Manager at Raymond James
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Edward Kleinman
Experienced Sales Manager in the financial services industry with a demonstrated history…
Experience
Branch Manager
Sep 2018 — Present · Aventura, FL, US
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary. Raymond James is engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm\'s stock is traded on the New York Stock Exchange (RJF). Total client assets are $796 billion.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPCPlease follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Education
Boston University - Metropolitan College
BLS
New York University
Pre-Med
1991 — 1994
Skills
- Financial Services
- Private Banking
- Investment Strategies
- Private Equity
- Portfolio Management
- Financial Advisory
- Loans
- Commercial Lending
- Credit
- Financial Modeling
- Investment Advisory
- Series 63
- Derivatives
- Financial Analysis
- Bonds
- Strategic Financial Planning
- Financial Markets
- Trading
- Investment Banking
- Wealth Management Services
- Structured Finance
- Wealth Management
- Relationship Management
- Cash Management
- Options
- Credit Analysis
- Finance
- Asset Allocation
- Banking
- Mutual Funds
- Investments
- Equities
- Fixed Income
- Structured Products
- Financial Risk
- Asset Management
- Financial Structuring
- Commercial Banking
- Investment Management
- Credit Risk
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