Misti Cherry
- Role
- Financial Services Consultant at TIAA
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Misti Cherry
Astute and resourceful Professional offering a prolific record of process-oriented…
Experience
Financial Services Consultant
Mar 2022 — Present
Series 6 & Series 63 License (FINRA)** • Educate clients on TIAA’s financial products and services and support them in achieving their long-term financial objectives. • Supply customers with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment options, and general retirement and financial matters. • Adapt and implement changes as the market and business conditions evolve.
Skills
- Legal Research
- Appeals
- Microsoft Excel
- Series 63
- Account Management
- Property & Casualty Insurance
- Series 7
- Aderant
- Securities
- Life Insurance
- Financial Accounting
- Financial Services
- Insurance
- 401k
- Accounts Receivable
- Microsoft Office
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