Peter vander Velde
Associate Financial Advisor @Raymond James Ltd.
Edmonton, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jan 2005 — Present
Associate Financial Advisor @Raymond James Ltd.
View department →
CA
Portfolio reviews and recommendations. Develop and implement investment strategies.Assess and implement strategies to mitigate risk.Develop and maintain rules-based investment strategies & Model Portfolios utilizing Technical Analysis.
EDUCATION
2013
Canadian Securities Institute
Chartered Investment Manager (CIM), Portfolio Management
2013
Market Technicians Association
Chartered Market Technician, Technical Analysis
1988 — 1994
NAIT (Northern Alberta Institute of Technology)
Journeyman, Red Seal Chef, Cooking
SKILLS
Risk ManagementEquitiesCustomer ServiceSecuritiesFinancial ServicesSalesInvestmentsFinanceFinancial AnalysisMutual FundsInvestment AdvisoryFinancial PlanningInvestment Strategies
ABOUT PETER VANDER VELDE
Portfolio Manager, Central Wealth Group of Raymond James Ltd.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.