Bruce Young
Financial Adivsor at WADDELL & REED
Seattle, Washington, United States
Consultants
Title:
Financial Adivsor
Company:
WADDELL & REED
Sector:
Consultants
Place:
Seattle, Washington, United States
Availability:
Q & A ; Interviews ; Conferences ; Training ; Consulting
(1 connections)
Summary
I am looking forward to building a successful practice as a financial advisor. What I am most excited for is the ability to create value AND make a difference in people's lives.
At the present time, my practice will not have a specialty area of business. I will work to specialize in all areas of investments and insurance to provide to greatest value to my clients.
As a young entrepreneur, I am looking to take the lessons from my past, and mesh them together with the lessons of the future to create the most value for those that I am able to assist. Because I have an entrepreneurial mindset, I have the ability to think outside the box. I pride myself on always creating an angle of value, and the only way I can provide that is by recognizing the clients desire and using my entrepreneurial motivation to fill in the blanks, when necessary.
My most valuable asset is the experience I create with my fellow colleagues and clients. I know the experience I create is most important because the results are the qualified referrals my colleagues and clients will help me generate as a result of my honesty and integrity within my business practice.
At the present time, my practice will not have a specialty area of business. I will work to specialize in all areas of investments and insurance to provide to greatest value to my clients.
As a young entrepreneur, I am looking to take the lessons from my past, and mesh them together with the lessons of the future to create the most value for those that I am able to assist. Because I have an entrepreneurial mindset, I have the ability to think outside the box. I pride myself on always creating an angle of value, and the only way I can provide that is by recognizing the clients desire and using my entrepreneurial motivation to fill in the blanks, when necessary.
My most valuable asset is the experience I create with my fellow colleagues and clients. I know the experience I create is most important because the results are the qualified referrals my colleagues and clients will help me generate as a result of my honesty and integrity within my business practice.
Business Profile
01/2010-Present: Financial Adivsor at WADDELL & REED in Seattle
Financial Adivsor
Starting the training program as a Financial Advisor with financial services provider, Waddell and Reed, Inc. I will be working in their Bellevue, WA office upon the completion of the necessary licensing requirements (Series 7 & 66, Life and Health Insurance).
Sector:
Consultants, Consultants Finance
Function:
- Advisory, Advisor / Junior
Company description:
Business Objectives
Expertise
Education
Social & Personal
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