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Hello
My name is Paul Miguel
I enjoy helping Financial Services employees achieve their long term career goals. Over the past three years I have been a full time tutor. Prior to becoming a tutor I held multiple roles in the Financial Services Industry, including serving clients as a Financial Advisor and leading Advisor teams as a Managing Director.
Past Certifications Held Include:
Certified Financial Planner (CFP).
Certified Investment Management Analyst (CIMA).
Series 7, Series 63; Series 66
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