Reid Fiorio
Washburn,WI
Summary
Highly motivated and skilled Financial Advisor with eight years of experience in financial planning. Looking to move to the Bismarck area to provide clients with an exceptional financial planning experience.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Fiorio Wealth Advisors
12.2014 - Current
- Meet with clients in person to discuss goals, objectives, and develop financial plans
- Educate clients on various investment options and financial planning strategies
- Build comprehensive financial plans for clients.
- Assist clients with daily questions that arise
- Help families with legacy planning and taking next steps in life
- Investment research and model construction
- Responsible for all advisory trading
Internship Student
IWealth
06.2014 - 12.2014
Education
Bachelor of Science - Finance
Minnesota State University - Mankato
Mankato, MN12.2014
Skills
- Sales
- Financial Plan analysis
- Investments
- Tax Planning
- Attention to detail
- Communication
- Professionalism
- Honesty and Integrity
Certification
Accredited Investment Fiduciary AIF - 2017
Series 7- 2015
Series 63- 2015
Series 65- 2015
WI Life Insurance/Variable- 2016
Timeline
Financial Advisor
Fiorio Wealth Advisors
12.2014 - Current
Internship Student
IWealth
06.2014 - 12.2014
Bachelor of Science - Finance
Minnesota State University - Mankato
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