Risa Steinberg
- Role
- LPL Financial
- Location
- Port Chester, NY, US
- LinkedIn followers
- 500 followers
About Risa Steinberg
I am a highly skilled Financial Services professional. Having my FINRA licenses for many…
Experience
Present
Education
SUNY Empire State College
Bachelor’s Degree, Finance and Financial Management Services
1984 — 1988
SUNY Empire State College
Finance and Financial Management Services
Skills
- Financial Services
- Aml
- Investment Advisory
- Wealth Management
- Trading
- Investment Banking
- Options
- Insurance
- Series 24
- Financial Planning
- Securities
- Retirement Planning
- Finra
- Capital Markets
- Series 7
- Anti Money Laundering
- Bonds
- Strategic Financial Planning
- Series 63
- Investments
- Equities
- Fixed Annuities
- Fixed Income
- Portfolio Management
- Asset Management
- Life Insurance
- Finance
- Asset Allocation
- Mutual Funds
- Risk Management
- Sales
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