• Financial Solutions Advisor - Consumer Investments…

    Bank of America (Trinity, FL)
    …based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage ... more
    Bank of America (01/15/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Tampa, FL)
    …team and inform them of circumstances that require supervisory attention/ review /approval per compliance guidelines and policies + Source prospective clients ... more
    Bank of America (01/08/25)
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