Justin Royal Kuitu
2896 Highland Blvd Mound ,MN
Summary
Highly motivated and enthusiastic Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
21
21
years of professional experience
Work History
Financial Advisor
Principal Securities, Inc.
10.2018 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Researched and evaluated potential investment products for clients.
Financial Advisor
Cetera Advisor Networks LLC
09.2014 - 09.2018
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Facilitated new client onboarding process and investment account setup.
Financial Advisor
Woodbury Financial Services, Inc.
09.2002 - 09.2012
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
Bachelor of Science - Business And Marketing
Drake University
Des Moines, IA05.1997
Skills
- Client Relations
- Stock Market Understanding
- Retirement Needs
- Insurance Decisions
- Education Funds
- Mutual Funds
- Financial Services
- Investment Advice
Accomplishments
2007 President's Club
2012 Chairman's Club
2012 Chairman's Club Award for Superior Client Service
2019 Pacesetter Award
2019 Minnesota Advisor of the Year
2019 Century Club
Timeline
Financial Advisor
Principal Securities, Inc.
10.2018 - Current
Financial Advisor
Cetera Advisor Networks LLC
09.2014 - 09.2018
Financial Advisor
Woodbury Financial Services, Inc.
09.2002 - 09.2012
Bachelor of Science - Business And Marketing
Drake University
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