Financial Advisor
Zuma Advisors S.A.
- Experience
- 10+ yrs
- Location
- Hampstead, Maryland, United States
- Job type
- Full-time
Required skills
- compliance
- financial planning
About the role
10+ years experience in financial planning with investments and annuity payouts; Series 7 and Series 66 (or 65 and 63) licenses; insurance license; clean compliance record; minimum production of $200,000.
About Zuma Advisors S.A.
An independent financial-planning firm helping clients with investment, retirement, tax and estate planning.
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