Justin Tak
Lewisville
Summary
Experienced financial advisor with a strong background in customer service, product knowledge, communication skills, and fiduciary responsibility. Four years in the financial industry and two years managing properties. Well-prepared for a full-time financial advisor role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Merrill Financial Solutions Advisor
Merrill Lynch
05.2024 - 05.2025
- Actively prospecting through campaign leads, associated bank leads, cold calling, and referrals.
- Assisting current clients with any question regarding their current investment strategies and/or financial plan.
- Introduced different products and/or financial planning software they have access to with a relationship with a financial advisor.
Financial Professional
EQUITABLE ADVISORS
08.2021 - 09.2023
- Actively prospecting through networking events, cold calling, and referrals.
- Ran client meetings for myself and junior advisors.
- Recruited and ran interviews for my own management team as well as trained younger advisors.
- Assist current clients with any questions regarding their current investment portfolios and/or any adjustments that should be considered.
Property Manager
JUAL PROPERTIES
02.2019 - 08.2021
- Supervising and overlooking all matters related to each individual property.
- Collecting and depositing rent checks while simultaneously communicating the status of each property to the owner.
- Servicing any minor concerns from tenants and making certain all issues are dealt with promptly.
Education
Biology -
BAYLOR UNIVERSITY
Waco, TX05.2018
Skills
- Microsoft Office
- Salesforce
- Financial planning
- Portfolio management
- Wealth management
- Highly organized
- Easily communicable
- Coachable
Certification
- SIE
- Series 7
- Series 63
- Series 65
- 1 CFP Course
Timeline
Merrill Financial Solutions Advisor
Merrill Lynch
05.2024 - 05.2025
Financial Professional
EQUITABLE ADVISORS
08.2021 - 09.2023
Property Manager
JUAL PROPERTIES
02.2019 - 08.2021
Biology -
BAYLOR UNIVERSITY
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