Morgan Paxhia
- Role
- Poseidon
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Morgan Paxhia
Experienced Managing Director with a demonstrated history of working in the investment…
Experience
Present
Education
University of Rhode Island
Bachelor of Science, Applied Mathematics
2001 — 2005
Skills
- Financial Advisory
- Investment Advisory
- Investments
- Portfolio Management
- Wealth Management
- Retirement Planning
- Investment Strategies
- Asset Allocation
- Financial Planning
- Roth Ira
- Simple Ira
- Ira Rollovers
- Iras
- Strategic Financial Planning
- Leadership
- Finance
- Mutual Funds
- Series 63
- Alternative Investments
- Securities
- Fixed Income
- Uniform Combined State Law
- Etfs
- Equities
- Retirement
- Series 7
- Asset Management
- Investment Management
- 401k
- Finra
- Hedge Funds
- Fixed Annuities
- Wealth Management Services
- Financial Analysis
- Bloomberg
- Estate Planning
- Financial Services
- Wealth
- Trading
- Strategic Planning
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