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Evangelia Bertos

Financial Advisor @ National Life Group

Evangelia Bertos Contact Details

Location:
Greater New York City Area
Work:
Financial Advisor @ National Life Group
Registered Director's Assistant @ Merrill Lynch
Senior Registered Client Associate / Operations Manager @ Morgan Stanley Dean Witter
Education:
About:

Series 7, 63, 66, 9 and 10 licensed professional with 13 years of significant brokerage experience with major investment firms and advanced options knowledge.

Financial Advisor @ Registered Director's Assistant @ *Coordinated the transition of a Financial Advisor team from another investment services firm to Merrill Lynch. *Opened accounts for entire client base; processed all new account documents 

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