Armir Zeneli
Fiduciary Advisor at Roberts Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Houston, Texas, United States, US
Languages
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Albanian Native or bilingual proficiency
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Spanish Limited working proficiency
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Credentials
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General Lines Agent
Texas Department of InsuranceJun, 2023- Nov, 2024 -
Series 6
FINRA -
Series 63
FINRA -
Series 7
FINRA -
Series SIE
FINRA
Experience
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Roberts Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Fiduciary Advisor
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Mar 2023 - Present
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Co-Owner
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Mar 2023 - Present
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Partner | Project Manager
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Feb 2018 - Mar 2023
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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Senior Analyst - Spcialized Brokerage
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Oct 2021 - Mar 2023
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Retirement Plan Specialist, Senior Associate
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Aug 2020 - Oct 2021
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Retirement Plan Specialist
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Dec 2019 - Aug 2020
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Citizens
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United States
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Banking
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700 & Above Employee
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Relationship Banker
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Sep 2019 - Dec 2019
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Relationship Banker
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Mar 2018 - Sep 2019
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Homespire Windows and Doors
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United States
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Construction
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1 - 100 Employee
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Sales & Marketing Supervisor
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Dec 2017 - Mar 2018
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Valley Forge Casino Resort
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United States
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Gambling Facilities and Casinos
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200 - 300 Employee
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Valet Supervisor
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May 2016 - Feb 2018
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Homewood Suites by Hilton
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Hospitality
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700 & Above Employee
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Front Desk
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Jan 2016 - May 2016
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Education
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Penn State University
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Norristown Area High School
High School Diploma
Community
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