• Financial Advisor

    Atria Wealth Solutions (Cincinnati, OH)
    …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... then develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with… more
    Atria Wealth Solutions (09/20/25)
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