Lisa Garret
Angestellt, Investment Consultant, Silver Premium Investment LLC
Salem, Indiana, United States, Vereinigte Staaten
Über mich
I help my clients to identify their unique investment goals. Formulating investment strategies based on client goals. Issuing client documents, including monthly or yearly portfolio reports. Managing client documents for tax reporting. Suggesting investment products based on client needs. Analyzing various markets and conducting research. Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age. Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
Werdegang
Berufserfahrung von Lisa Garret
Bis heute 11 Jahre und 1 Monat, seit Mai 2013
Investment Consultant
Silver Premium Investment LLC