Collecting information
Organizing data
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment
Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. Deliver personalized investment solutions to help clients work toward their long-term financial goals. Establish strong partnerships with Wealth and Com