Deep Enrich
Bart Lancellotti
Financial Advisor
37 followers
Happy Valley, Oregon, United States
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About me
As an experienced Financial Advisor I work with individuals and families to develop financial and wealth strategies to help them realize their goals.
Education
University of Maryland - Robert H. Smith School of Business
-MBA
University of Maryland
-BA Government & Politics
Experience
Edward Jones
Apr 2023 - nowFinancial Advisor
Licenses & Certifications
Series 66
NASAAJun 2023
Life and Health Insurance License
State of OregonJul 2023
Series 7
FINRAJun 2023
Volunteer Experience
Recreation Equipment Coordinator
Issued by WEST LINN WILSONVILLE YOUTH BASKETBALL ASSOCIATION on Oct 2023
Associated with Bart LancellottiCoach
Issued by GLADSTONE JUNIOR BASEBALL ASSOCIATION on Feb 2024Associated with Bart LancellottiCoach
Issued by WEST LINN WILSONVILLE YOUTH BASKETBALL ASSOCIATION on Nov 2023Associated with Bart Lancellotti
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