Jerry Quirk
Staten Island,NY
Summary
Dynamic Stock Broker with Chelsea Financial Services, adept at executing trades and developing investment strategies. Expert in financial analysis and risk management, I enhance client relationships through insightful market updates, driving informed decision-making. Proven ability to assess asset performance and navigate regulatory compliance, ensuring optimal portfolio management.
Overview
1
1
Certification
Work History
Stock Broker
Chelsea Financial Services
- Assessed market dynamics to shape investment tactics and client suggestions.
- Executed trades efficiently using advanced trading platforms and tools.
- Developed financial models to assess asset performance and risk exposure.
- Provided timely market updates and insights to clients, enhancing decision-making.
Education
GED -
Susan Wagner
Staten Island 1987
Skills
- Client relationship building
- Fundamental analysis
- Portfolio management
- Industry trend awareness
- Financial product sales
- Regulatory compliance
- Financial planning
- Risk assessment and management
- Expert financial analysis
- Trading execution
- Investment strategy development
- Stock valuation techniques
- Asset allocation strategies
- Problem-solving skills
Certification
Series 24 series7 series 63 and active insurance license
Timeline
Stock Broker
Chelsea Financial Services
GED -
Susan Wagner