Happy Pannu
Wealth Management Advisor @Transamerica
Brampton, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Apr 2021 — Present
Wealth Management Advisor @Transamerica
View department →
Helping affluent clients with a combination of financial advisory services,Providing and conducting an financial needs analysis Using a consultative process, To help attain information about the client’s wants and specific situation, Then creating a well structured personalized strategy using a wide range of financial products and services.Range of services - Investment advice- Estate planning- Accounting- Retirement - Tax services
ABOUT HAPPY PANNU
Happy Helps develop, coordinate and implement plans designed to increase existing…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.