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James Joyce
Senior Wealth Consultant, Corporate Growth Initiatives @Mariner
Phoenix, AZ, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2022 — Present
Senior Wealth Consultant, Corporate Growth Initiatives @Mariner
Cave Creek, AZ, US
Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser
EDUCATION
N/A
University of California, Davis
Bachelor's degree, International Relations and Affairs
N/A
University of California, Davis
BA, International Relations, World Trade
SKILLS
Financial ServicesAsset ManagementFixed AnnuitiesRetirementSeries 7Practice Management401(K) Retirement Savings PlansRetirement PlanningWealth Management401kSecurities RegulationSeries 63Portfolio ManagementMutual FundsAsset AllocationVariable AnnuitiesSeries 65Retirement Income StrategiesTradingSales OperationsFinanceTerritory AnalysisInvestments
ABOUT JAMES JOYCE
I\'ve had the privilege of driving outcomes at a significant scale by acting as a trusted…
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