Morgan Larousse
Senior Registered Client Associate at UBS Financial Services
- Role
- Senior Registered Client Associate at UBS
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Senior Registered Client Associate
Apr 2024 — Present · Houston, TX, US
Skills
- Series 7
- Financial Services
- Microsoft Excel
- Securities
- Public Speaking
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Wealth Management
- Client Services
- Equities
- Investments
- Microsoft Office
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