Armir Zeneli

Fiduciary Advisor at Roberts Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US
Languages
  • Albanian Native or bilingual proficiency
  • Spanish Limited working proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • General Lines Agent
    Texas Department of Insurance
    Jun, 2023
    - Nov, 2024
  • Series 6
    FINRA
  • Series 63
    FINRA
  • Series 7
    FINRA
  • Series SIE
    FINRA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Fiduciary Advisor
      • Mar 2023 - Present

    • Co-Owner
      • Mar 2023 - Present

    • Partner | Project Manager
      • Feb 2018 - Mar 2023

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Analyst - Spcialized Brokerage
      • Oct 2021 - Mar 2023

    • Retirement Plan Specialist, Senior Associate
      • Aug 2020 - Oct 2021

    • Retirement Plan Specialist
      • Dec 2019 - Aug 2020

    • United States
    • Banking
    • 700 & Above Employee
    • Relationship Banker
      • Sep 2019 - Dec 2019

    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Banker
      • Mar 2018 - Sep 2019

    • United States
    • Construction
    • 1 - 100 Employee
    • Sales & Marketing Supervisor
      • Dec 2017 - Mar 2018

    • United States
    • Gambling Facilities and Casinos
    • 200 - 300 Employee
    • Valet Supervisor
      • May 2016 - Feb 2018

    • Hospitality
    • 700 & Above Employee
    • Front Desk
      • Jan 2016 - May 2016

Education

  • Penn State University
  • Norristown Area High School
    High School Diploma

Community

You need to have a working account to view this content. Click here to join now