
jay amaro
regional sales coordinator
About
My passion for planning strives in helping clients make their own, well-informed financial choices by breaking down complex information and situations, and identifying the important issues that need to be addressed. Communication and education are the keys to building trust and confidence, and I would never advise anyone to do anything that I wouldn’t do, the tremendous amount of satisfaction from building strong professional relationships with my clientele and helping them to make informed decisions about their future is my priority and commitment. Currently working towards his FSCP® Financial Services Certified Professional ® designation, I pride myself of working meticulously and creating strategies to ensure clients’ financial and personal goals are met. Delivering exceptional customer service and support is my mission.
puerto rico
guaynabo
insurance
series 6, asset allocation, securities, financial services, investments, financial analysis, finra, retirement planning, general securities registered representative, mutual funds, 401k rollovers, investment strategies, distribution strategies, retirement income strategies, growth strategies, fixed income portfolio management, financial advisory, investment advisory, estate planning, investment advisory services
Experience

regional sales coordinator
aflac

licensed insurance agent
john hancock financial services

financial advisor
massmutual financial group
Education
antilles military academy
antilles military academy high school
universidad de puerto rico
university of puerto rico - cayey
business administration
jay amaro's Contact Information
Phone
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