Yuriy Royzman

Managing Director - Investments Royzman Wealth Management Group of Wells Fargo Advisors

Role
Managing Director - Investments at Wells Fargo Advisors
Location
Houston, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Yuriy Royzman

We believe that in today\'s economy, good financial advice has never been more critical…

Experience

  1. Managing Director - Investments

    Wells Fargo Advisors

    Sep 2017 — Present

    Yuriy is Certified Investment Management Analyst (CIMA®) and Private Investment Management (PIM) Portfolio Manager.Royzman Wealth Management Group of Wells Fargo Advisors is built around retirement and multi-generational wealth planning. We would oversee full implementation of the plan. We strive to earn your loyalty through hard work, appropriate advice and dedication to developing a long term relationship.

Education

  • New York University - Polytechnic School of Engineering

    Bachelor of Engineering - BE, Civil Engineering

    1991 — 1993

  • The Wharton School

    IMCA Certified Investment Management Analyst Program

    2013 — 2014

Skills

  • Expatriates Global Wealth Management
  • Portfolio Management
  • Retirement Planning
  • Insurance
  • Asset Protection
  • Private Wealth Management

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Yuriy Royzman — Managing Director - Investments at Wells Fargo Advisors in Houston, TX, US | Unifers