Joseph Duran
Developing Leaders | Looking for Qualified Candidates
- Role
- Investment Adviser Representative at Pfs Investments
- Location
- Canton, OH, US
- LinkedIn followers
- 500 followers
About Joseph Duran
My experience is in Financial Planning, as well as training individuals to become brokers…
Experience
Investment Adviser Representative
Apr 2017 — Present · Houston, TX, US
We are an education based company; teaching basic financial principals, helping families to become debt free, invest for the future and achieve other financial goals. As your financial representative we are dedicated to helping you identify short-term and long-term objectives, protect your assets and free up money on a monthly basis to help with the raising cost of life.*Identifying and qualifying new applicants*Training new and existing agents on protocols, procedures, rules and regulations*Monitoring all activities to make sure all compliance requirements are met*Developing and improving skills for agents and associates*Assisting clients with their personalized Financial Needs Analysis
Skills
- Defense
- Dod
- Sexual Harassment/Assault Response & Prevention
- Force Protection
- Military
- Military Operations
- Physical Security
- Security
- Top Secret
- Readiness
- Microsoft Office
- Operational Planning
- Leadership
- Safety
- Comsec
- Team Leadership
- Emergency Management
- Veterans
- Team Building
- Cbrn
- Government
- Risk Management
- Program Management
- Information Assurance
- Microsoft Excel
- Afghanistan
- Training
- Organizational Leadership
- Military Training
- Equal Opportunity
- Intelligence
- Operations Security (Opsec)
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