Matthew Kalajian
SVP, Wealth Management/Financial Advisor
- Role
- Certified Financial Planner Tm at Janney Montgomery Scott LLC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matthew Kalajian
Worked in banking/financial services since 1998 -Certified Financial…
Experience
Certified Financial Planner Tm
Jul 2006 — Present
Education
Queens University of Charlotte
Financial Planner Program at Queens
2003 — 2005
Elon College
BA, Communications, English Literature
1995 — 1998
Skills
- Sales
- Financial Planners
- Outlook
- Strategy
- Employee Benefits
- Small Business
- Budgets
- Life Insurance
- Finance
- Microsoft Excel
- Securities
- Estate Planning
- Mortgage Lending
- Insurance
- Financial Advisory
- Uniform Combined State Law
- Accounting
- Investment Advisory
- Financial Analysis
- Wealth Management
- Portfolio Management
- Loans
- Investment Strategies
- Series 7
- Management
- Retirement
- Strategic Financial Planning
- Business Analysis
- Investments
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Risk
- Retirement Planning
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