I am financial professional with over 17 years of financial services industry and a registered Wall Street Stock Broker for several BDs. Expertly creates customized financial strategies to meet client needs in trading and Wealth Management, Portfolio analysis, margin maintenance, settlements, and money market. High degree of integrity and FINRA proven clean track record. Portugal CFA (Charter Financial Analyst) Society Active Member.
Skills and qualifications:
1)FINRA Series 22 License
2) FINRA Series 62 License
3) FINRA Series 63 License
4) FINRA Series 24 License
5) Successfully Completed FINRA Supervisor / Principal Regulatory Element in 2012
6) Top Financial Advisor Award
Equity Investments & Portfolio Management, Quantitative Methods & Risk Management
Derivatives & Fixed Income, Alternative Investments, Economics & Corporate Finance
Bilingual in Portuguese and English, fair in Spanish
Successfully created and developed an algorithm based on quantitative and fundamental analysis, identifying capital markets listed companies' intrinsic asset value. The algorithm has been proven successful 75% of the time in bull and bear markets and has been used for the past 7 years.
Hence, I believe I am the right person for this job, and you will not regret it. I strongly believe the rate you are getting is very cheap, considering my experience and qualifications.