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Certifications Life, Accident & Medical insurance licenses, Series 7 & 63Advisory services and broker/dealer experience with shown financial investment understanding and understanding of markets, items, platforms, and services, Bachelor's Degree in organization, financing and/or associated market experience Ability to assess customer financial circumstances and examine portfolios to develop and implement comprehensive monetary plans lined up with customer objectives, Counsel representatives on a variety of proactive approaches, financial investments and solutions, Strong analytical, problem solving, and written and verbal interaction skills, Strong attention to information, accuracy and dependability with the ability to thrive in a busy environment2-3 years monetary preparation experience, Committed to expert development (e.

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CFP, CPWA, RICP)Strong communication and interpersonal skills. Capability to work and grow in a collaborative expert group environment. Familiarity with Microsoft applications and information entry and information retrieval software Please send resumes (with cover letters) to .

Financial Planning & Investment Advisory Services - Middleton & Company

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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 796549. 1.0.

I provide overall monetary requirements analysis through a network of experienced professionals with in-depth understanding in: retirement earnings options, estate techniques, employee benefit and retention services, service extension methods, and trust services. The Most Complete Run-Down am committed to building long-lasting relationships with my customers and helping them reach their objectives is my number one priority.

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As a financial consultant and licensed FINANCIAL PLANNER professional with more than 18 years of experience, Fred Middleton concentrates on providing comprehensive financial preparation to clients as they prepare for and shift into retirement. Enthusiastic about education, he seeks to assist his customers understand their techniques and feel great in their decision-making.