Mohamed Tunbakji
Financial Services Representative @Ameriprise Financial Services, LLC
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WORK HISTORY
Financial Services Representative @Ameriprise Financial Services, LLC
Charlotte, NC, US
Obtained the Series 7 license by FINRA.• Obtained the Series 63 license by NASAA.• Handling inbound client inquiries and executing trades across equities and mutual funds while providing outstanding support to meet their financial objectives.• Delivering exceptional client service by addressing inquiries, resolving account-related issues, and offering tailored financial solutions that align with clients’ unique investment goals.• Assisting clients with brokerage accounts and facilitating money movement transactions, including ACH transfers, wire requests, and journal entries, while ensuring accuracy, compliance, and security.• Proactively identifying opportunities to enhance the client experience and build lasting relationships.• Proficient in financial systems such as Thomson ONE and BETA
ABOUT MOHAMED TUNBAKJI
Financial Services Representative at Ameriprise Financial, LLC | Series 7 | Series 63 | SIE
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