Henry Portillo
Los Angeles,CA
Overview
8
8
years of professional experience
1
1
Certification
Work History
Multichannel Transmission Systems Operator
United States Marine Corps
03.2018 - Current
- Enhanced communication efficiency by managing and operating multichannel transmission systems.
- Ensured reliable data transmission for mission success by troubleshooting and repairing complex signal equipment.
- Supported mission planning activities, ensuring communication strategies were aligned with overall objectives and requirements.
- Demonstrated adaptability and flexibility in response to changing mission requirements, effectively adjusting communication strategies as needed.
Investment Advisor Representative
Transamerica Financial Advisors
12.2019 - 12.2023
- Increased client satisfaction by providing personalized investment advice and strategies.
- Developed comprehensive financial plans, addressing clients'' specific needs and objectives.
- Built strong relationships with clients through consistent communication and timely updates on their investments.
- Maintained compliance with all regulatory requirements, ensuring accurate record-keeping and reporting processes were followed diligently.
- Developed detailed risk profiles for each client, ensuring that their investments accurately reflected their risk tolerance levels.
Registered Representative
Transamerica Financial Advisors
06.2016 - 12.2017
- Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
- Developed strong relationships with clients through regular communication and portfolio reviews, resulting in increased trust and retention rates.
- Enhanced client understanding of complex financial concepts by delivering clear and concise explanations tailored to their unique circumstances.
- Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.
Education
Bachelor of Science - Business / Financial Planning
University of Phoenix
Los Angeles, CA10.2022
High School Diploma -
Edward R Roybal Learning Center
Los Angeles, CA06.2014
Skills
- Client Relationship Management
- Attention to Detail
- Retirement Planning
- Insurance Planning
- Certified Financial Planner
- Team Collaboration
- Conflict Resolution
- Time Management
- Strategic Planning
- Risk Assessment
- Salesforce
- Financials Analysis
Certification
- ChFC - Chartered Financial Consultant
- CFP- Certified Financial Planner
Licenses
* Life, accident, and health insurance license
* Series 6 - Investment Company Products/Variable Contracts Representative Examination
* Series 7 - General Securities Representative Examination
*Series 63 - Uniform Securities Agent State Law Examination
* Series 65 - Uniform Investment Adviser Law Examination
* Series 26 - Investment Company Products/Variable Contracts Principal Examination
* SIE - Securities Industry Essentials Examination
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Investment Advisor Representative
Transamerica Financial Advisors
12.2019 - 12.2023
Multichannel Transmission Systems Operator
United States Marine Corps
03.2018 - Current
Registered Representative
Transamerica Financial Advisors
06.2016 - 12.2017
Bachelor of Science - Business / Financial Planning
University of Phoenix
High School Diploma -
Edward R Roybal Learning Center
- ChFC - Chartered Financial Consultant
- CFP- Certified Financial Planner
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