jay amaro

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.

Country

puerto rico

City

guaynabo

Industry

insurance

Skill

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

aflac

regional sales coordinator

aflac

2020-2 - Present · 6 yrs 8 mos
john hancock financial services

licensed insurance agent

john hancock financial services

2001-1 - 2005-5 · 4 yrs 5 mos
massmutual financial group

financial advisor

massmutual financial group

2015-5 - 2017-10 · 2 yrs 6 mos

Education

antilles military academy

antilles military academy

antilles military academy high school

antilles military academy high school

1989-1 - 1992-1 · 3 yrs 1 mo
universidad de puerto rico

universidad de puerto rico

2018-1 - 2019-1 · 1 yr 1 mo
university of puerto rico - cayey

university of puerto rico - cayey

business administration

1993-1 - 1997-1 · 4 yrs 1 mo

jay amaro's Contact Information

Email

******@***.com

Phone

(**) *** ****

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