Melani List
Registered Paraplanner and Office Administrator at Asset Planning, Inc
Based in Cypress, United States
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Seniority
Staff
Department
Other
Location
Cypress
Industry
Financial Services
Company size
5
Contact information
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m•••••••@assetplanninginc.com
Phone
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Background
About Melani List
Experienced Paraplanner with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Microsoft Word, Microsoft Office, Research, and Management. Strong administrative professional with a Financial Paraplanner Qualified Professional Designation focused in Foundations in Financial Planning from College for Financial Planning. Recently passed the Uniform Investment Advisor Law Exam: Series 65 to be come a Registered Investment Advisor Representative.
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Melani List
Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative · Other
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