Andrew Victor
Phoenix
Summary
Highly professional with multiple years of experience and hardworking individual who learns quickly and is looking for an opportunity at UBS Wealth Management with Series 7 and Series 66 already acquired. Excellent interpersonal skills and work well independently, and within a team. Reliable and responsible, and has the resources to be an asset to UBS. Prepared to work every day and bring positive energy to the workplace and the people around me.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Morgan Stanley Wealth Management Division
05.2022 - Current
- Build financial plans for clients to create solutions based on goals, client financial needs, and risk level
- Create portfolios, review investment strategies and managed solutions with clients for suitable recommendations and strategy discussions
- Work with team platform to assist one another to assist clients with their financial needs.
Associate Brokerage Service Representative
Charles Schwab
05.2021 - 05.2022
- Assist clients with account servicing, money movements, RMD's, and high class customer service
- Place trades for clients per request for options, stocks, mutual funds, and ETF's
- Work efficiently as a team and with other departments to find resolution for clients.
Front Desk Team Member
Summit Health and Fitness
10.2020 - 02.2021
- Provide customer service to all members of the fitness club
- Responsible for membership sign ups, sales, and client satisfaction
- Clean and maintain gym and equipment, floors, locker rooms, and offices.
Valet
Epic Valet
05.2019 - 01.2020
- Provided customer service and treat teammates/customers with the upmost respect
- Worked in a high stress environment and stay composed
- Worked with teams of co-workers to be efficient.
Education
Business Administration, Finance -
Northern Arizona University
Flagstaff, AZ04.2021
Skills
- Portfolio construction
- Financial Planning
- Relationship Building and Management
- Investment Advice
- Microsoft Programs
- High Class Customer Service
Certification
- SIE
- Series 7
- Series 63
- Series 66
Timeline
Financial Advisor
Morgan Stanley Wealth Management Division
05.2022 - Current
Associate Brokerage Service Representative
Charles Schwab
05.2021 - 05.2022
Front Desk Team Member
Summit Health and Fitness
10.2020 - 02.2021
Valet
Epic Valet
05.2019 - 01.2020
Business Administration, Finance -
Northern Arizona University
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