Nhat Bui
- Role
- Senior Associate Financial Advisor at Mainspring Wealth Advisors, LLC.
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Experience
Senior Associate Financial Advisor
Mainspring Wealth Advisors, LLC.
Aug 2022 — Present
Providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Leverage GPM & CRM to maintain and organize the client records to ensure compliance with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators Assist with a variety of client engagement activities – including planning and executing successful client appreciation and education events Fulfill a variety of client requests, such as trading, withdrawals, and preparing client review packages and presentations Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.[and/or IRIA] Mainspring Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Skills
- Public Speaking
- Leadership
- Financial Risk
- Sales
- Customer Service
- Microsoft Office
- Insurance
- Risk Management
- Marketing
- Portfolio Management
- Financial Services
- Credit
- Teamwork
- Business Strategy
- Investments
- Event Planning
- Accounting
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