Shaheen Soltankhah
Financial Advisor
- Role
- Financial Advisor, Vice President at Merrill Lynch
- Location
- Kingston, NY, US
- LinkedIn followers
- 500 followers
About Shaheen Soltankhah
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies. The highest level of personal service and professional integrity are paramount to delivering on this approach. I focus on the specific individualized needs of clients to implement the proper strategy and set the potential solutions that are most appropriate for them.
Experience
Financial Advisor, Vice President
Aug 2024 — Present
Education
SUNY College at Oneonta
Bachelor's Degree
2005 — 2009
Skills
- Securities
- Series 7
- Microsoft Excel
- Microsoft Office
- Powerpoint
- Mutual Funds
- Retirement Planning
- Public Speaking
- Salesforce.com
- Microsoft Word
- Alternative Investments
- Investment Strategies
- Financial Analysis
- Financial Services
- Financial Advisory
- Investment Advisory
- Insurance
- Retirement
- Equities
- Asset Allocation
- Wealth Management
- Iras
- Estate Planning
- Investment Management
- Strategic Financial Planning
- 401k
- Etfs
- Series 65
- Fixed Annuities
- Series 63
- Financial Planning
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