Margie Shard
Advisor @Advisorycloud
Cortez, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jun 2019 — Present
Advisor @Advisorycloud
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Cortez, FL, US
SKILLS
DivorceeStrategic PlanningDebt EliminationEquitiesSeries 7Small BusinessCertified Financial PlannerWomen FinancesInvestment ManagementFinancial AdvisorAsset ManagementFinanceSeries 63Series 66CeosRetirement PlanningWealth ManagmentMarketingTeam BuildingLife InsuranceSalesWealth TransferDebt ManagementWealth PreservationEstate PlanningMutual FundsSeries 24InvestmentsWealth AccumulationFinancial AdvisingWidowsCfpPortfolio ManagementRetirementStrategic Financial PlanningSocial Secuity PlanningFinraWealth AdvisingLife and Health Insurance LicensedLeadership
ABOUT MARGIE SHARD
Margie Shard, CFP® is a business scaling and sales funnel strategist, financial industry…
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