Kurt Reyes
Westbury,NY
Summary
High motivated individual with desire to expand currently gained skills with a company to increase growth. Ambitious to obtain a position to help career while achieving company goals while enjoying working with a team in any environment. Eager for internship, willing to always expand skillset, admit losses and learn from them to become stronger.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Aegis Capital Corp
Melville, NY
12.2023 - Current
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
Day Trader/Market Analyst
MyForexFunds
Westbury, NY
03.2022 - 05.2023
- Capable of managing risk per trade in equity markets.
- Experience in earning profits through liquidity areas. For example, NASDAQ, US30, SPX500.
- Maintaining strong psychology through analysis, especially in drawdown of leverage or equity.
- Met multiple profit targets through many online prop firms, including FTMO, MyForexFunds, The Prop Trading.
Real Estate Agent
Keller Williams
Bayside, NY
01.2019 - 07.2020
- Managed real estate transactions from initiation to closing.
- Networked with industry contacts to expand knowledge of real estate markets and best practices.
- Presented properties to potential buyers to address questions or concerns.
Education
High School Diploma -
Bayside High School
Bayside, NY07.2015
Skills
- Statistical Analysis
- Data and Liquidity Forecasting
- Price Analysis
- Decision Making
- Flexible In Learning New Ideas Or Strategies
- Stock market expertise
- Client Relations
- Sales expertise
Certification
- SIE
- Series 7
- Series 63
Timeline
Financial Advisor
Aegis Capital Corp
12.2023 - Current
Day Trader/Market Analyst
MyForexFunds
03.2022 - 05.2023
Real Estate Agent
Keller Williams
01.2019 - 07.2020
High School Diploma -
Bayside High School
- SIE
- Series 7
- Series 63
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