Registered Investment Advisor Resume

A registered investment advisor is an authorized consultant who guides his or her clients on performing investment transactions. The person is registered with the state regulatory bodies or the securities commission. The investment expert study the financial position of the clients, determine the risk they can take, and set a financial goal for the clients. The professionals assist clients to invest money in shares, bonds, stocks or properties and ensure high returns from these investments. The registered investment advisor needs strong knowledge in fields of wealth management, forecasting, budgeting and financial planning.

Registered Investment Advisor Resume Example

Frances E. Ortiz
2321 Heron Way
Sheridan, OR 97378
Phone: 503-843-6575

Career Objective:

Seeking a registered investment advisor position with a reputed financial consulting agency where my knowledge of investment market will help clients derive decent returns from investing in suggesting products.

Summary of Skills:

Work Experience:

Registered Investment Advisor
Peterson Financial Consultant, Sheridan, OR
July 2013 - Present

Registered Investment Advisor
Stellar Financial Advisory Agency, Sheridan, OR
March 2011 - June 2013



On request.

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