Michele Herzberg
Service Advisor, Ria @Raymond James
Scottsdale, AZ, US
EMAILS
m••••••••@raymondjames.com
MOBILE NUMBERS
+16•••••••72
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WORK HISTORY
Feb 2023 — Present
Service Advisor, Ria @Raymond James
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SKILLS
Mutual FundsWealth ManagementAsset AllocationEtfsAlternative InvestmentsContact ManagementTerritory Growth/DevelopmentSeries 10Uniform Combined State LawProspect and Lead GenerationCustomer-Focused ServiceSeries 65FinraSeries 63Series 7Customer-Focused SellingFixed IncomeRelationship-Builder with Unsurpassed Interpersonal SkillsInvestmentsManagementSeries 6Series 9Investment AdvisoryWholesale ExperienceBusiness Development
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