Rodney Ferguson
Port Charlotte,FL
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life Insurance Co
03.2000 - 11.2023
- 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.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Worked with clients to support understanding of rationale and details of financial strategies.
Education
Bachelor of Science - ClU : ChFC
American College
Pennsylvania Furnace, PA06.2009
Bachelor of Science - Finance
National Universith San Diego CA
05.2006
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
Accomplishments
Lifetime member of MDRT
NYLARK Reinsurance Company
NAIFA
Member of NYL Cabinet Hall of Fame
Certification
- ChFC - Chartered Financial Consultant
Languages
Japanese
Limited Working
Timeline
Financial Advisor
New York Life Insurance Co
03.2000 - 11.2023
Bachelor of Science - ClU : ChFC
American College
Bachelor of Science - Finance
National Universith San Diego CA
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