Selman Kanani
Saint Clair Shores,MI
Summary
Finance Advisor with a strong background in financial planning, investment guidance, and building long-term client relationships. Skilled at assessing clients' financial goals, developing personalized strategies, and providing clear recommendations to help them make informed financial decisions.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Financial Advisor
Hantz Financial
2021.07 - Current
- Developed comprehensive financial plans tailored to clients' short- and long-term financial goals.
- Specialized in retirement, tax, and estate planning, helping clients preserve and transfer wealth efficiently across generations.
- Educate clients on retirement accounts, investment options, insurance solutions, and estate planning strategies to support informed financial decisions.
- Ensured all recommendations complied with industry regulations, firm policies, and fiduciary standards.
Planning Specialist
Hantz Financial
2025.01 - Current
- Reviewed financial plans for the entire region to ensure accuracy, completeness, consistency, and compliance with firm standards before delivery to clients.
- Collaborated with advisors and the planning team to ensure timely delivery of high-quality financial plans.
Education
Bachelor of Science - Business Administration, Finance and Global Supply Chain
Wayne State University, Mike Ilitch School of Business
Detroit, MI2021-05
Skills
- Communication
- Client Relationship Management
- Teamwork
- Reliability
- Adaptability
- Analytical and problem solving
- Bi-Lingual: Albanian and English
- Problem-solving
- Time management
Certification
- Uniform Combined State Law Exam (Series 66) Certified
- General Securities Representative (Series 7) Certified
- Securities Industry Essential (SIE) Licensed Certified
- Property and Casualty License Certified
- Life and Health Licensed Certified
Timeline
Planning Specialist
Hantz Financial
2025.01 - Current
Financial Advisor
Hantz Financial
2021.07 - Current
Bachelor of Science - Business Administration, Finance and Global Supply Chain
Wayne State University, Mike Ilitch School of Business