Vannak Sao
WMS™, Investment Advisor Representative at Proactive Financial Solutions 360, LLC | Firm Administrator at PFS Tax, Inc.
- Role
- Wmstm Investment Advisor Representative at Proactive Financial Solutions 360, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Wmstm Investment Advisor Representative
Proactive Financial Solutions 360, Llc
Sep 2021 — Present · North Attleboro, MA, US
Education
Community College of Rhode Island
Associates, Information Technology
2000 — 2002
Skills
- Wealth Management
- Microsoft Office
- Investments
- Financial Services
- 401k
- Series 6
- Insurance
- Finance
- Mutual Funds
- Pensions
- Erisa
- Microsoft Word
- Microsoft Excel
- Series 7
- Series 63
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Defined Benefit
- Securities
- Employee Benefits
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