Summary
Overview
Work History
Education
Skills
Certification
Languages
Interests
Timeline
Generic

Nicolly Carvalho

Hollywood ,FL

Summary

Dynamic Financial Advisor with a proven track record at Xcel training excelling in client relations and investment advice. Cultivated trust and loyalty through personalized service, resulting in long-term accounts. Leveraged strong sales and marketing skills to establish new client relationships, ensuring tailored financial solutions that meet individual needs.

Overview

1
1
Certification

Work History

Financial Advisor

Nicolly
05.2025 - 05.2025
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Education

High Diploma -

South Broward High
Hollywood, FL
06.2024

Skills

  • Investment advice
  • Sales and marketing
  • Client relations

Certification

Financial advisor bilingual

Languages

Portuguese
Native or Bilingual
Spanish
Full Professional
Italian
Elementary

Interests

  • Gym Workouts
  • Team Sports
  • Swimming
  • Passionate about balancing physical health with mental and emotional wellness
  • Enjoy participating in activity for overall physical and mental well-being

Timeline

Financial Advisor

Nicolly
05.2025 - 05.2025

High Diploma -

South Broward High

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Nicolly Carvalho