Robert Corso
Registered Representative at Regal Securities, Inc.
- Role
- Registered Representative at Regal Securities, Inc
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
Experience
Registered Representative
Jan 2012 — Present · New York, NY, US
Extensive customer service via phone and emails.Monitor and review client account activity on a daily basis.Execute clients orders via phone in stocks, bonds, options and fixed income products.Manage account opening process for new and existing clients. Gather information and documentation for KYC requirement.Educate clients on the software download and tutorials.Work with all departments of the broker dealer and clearing firm. Develop customer base and follow up on leads from potential customers
Education
Baruch College
BA, Finance & Investment
1987 — 1992
Skills
- Options
- Accounting
- Financial Reporting
- Foreign Exchange
- Fixed Income
- Alternative Investments
- Series 4
- Financial Analysis
- Licensed Life & Health Insurance Agent
- Trading Systems
- Asset Managment
- Electronic Trading
- Asset Management
- Investments
- Technical Analysis
- Financial Services
- Stocks
- Microsoft Office
- Customer Service
- Financial Markets
- Trading
- Portfolio Management
- Equities
- Series 7
- Microsoft Excel
- Trading Strategies
- Series 24
- Financial Planning
- Commodities
- Wealth Management
- Series 55
- Traders
- Team Building
- Equity Trading
- Mutual Funds
- Risk Management
- Bonds
- Series 63
- Strategic Financial Planning
- Customer Relations
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