SUMMARY for Financial Over years of Sales and Compliance experience with brokerdealers and registered investment advisors. Trading, Asset Allocation modeling, Portfolio Analysis and Financial Planning experience. Branch Audits. Coaching and advising financial advisors on best practices. Presenting Compliance Training to financial advisors. Reviewing marketing materials and correspondence including email. Trade surveillance and suitability reviews. Offered mortgage solutions. Insurance solutions. Presented overall process improvement. Provide financial advice to clients based on a financial planning model which includes Holistic Planning. SUMMARY for Real Estate Real Estate Broker and Realtor in Illinois and Indiana Agent in Michigan specializing in lake properties I am a member of the Chicago Association of Realtors (CAR), the National Association of Realtors (NAR), the Illinois Association of Realtors (IAR), the Michigan Association of Realtors (MAR) and the Multiple Listing Service (MLS). Managing Broker for IN business for my office Helping clients with buying, selling and leasing properties. Negotiate best value for my clients, often based on comparable market analysis. Relocation Specialist. Distressed Properties Short Sales and Foreclosures. Rental Properties. Investment Properties Residential and Commercial (including franchise purchases). Vacant land and lots. Ensure client is informed throughout the entire process with continuous updates by phone, email or text. httpcuniversal.comkieroninalsingh httpwww.michiganlakesteam.com In all arenas - utilize software to maximize efficiency and manage workflow. Testimonials Since I am an Investment Advisor, pursuant to SEC Rules I am not allowed to post any recommendations. So they have been removed. I am however always willing to work with someone you think can benefit from my services. Please get in touch or have the person you recommend get in touch with me.read more ...read less ...
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