Hector Silvestre
Operational Specialist at Miller Wealth Advisors, LLC- Claim this Profile
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Bio
Samantha Sterling
Hector is the consummate professional. He is committed and diligent with his work, fits in well with any team and is respectful of all of his peers. When Hector is faced with new tasks and/or challenges, he's quick to learn and demonstrates keen problem solving skills. Hector's attention to detail and his advanced communication skills make him an excellent go-to person when trying to explain complex concepts or processes to clients. I highly recommend Hector to any organization who seeks to hire the best of the best.
Lorin Lasker
Few people have the opportunity to report to a manager who is also a coach and a mentor. I’ve always been amazed by Hector’s ability to act in a highly stressful environment, while consistently motivating our team, always willing to help and share his expertise. I strongly recommend Hector as an effective manager and a natural leader.
Samantha Sterling
Hector is the consummate professional. He is committed and diligent with his work, fits in well with any team and is respectful of all of his peers. When Hector is faced with new tasks and/or challenges, he's quick to learn and demonstrates keen problem solving skills. Hector's attention to detail and his advanced communication skills make him an excellent go-to person when trying to explain complex concepts or processes to clients. I highly recommend Hector to any organization who seeks to hire the best of the best.
Lorin Lasker
Few people have the opportunity to report to a manager who is also a coach and a mentor. I’ve always been amazed by Hector’s ability to act in a highly stressful environment, while consistently motivating our team, always willing to help and share his expertise. I strongly recommend Hector as an effective manager and a natural leader.
Samantha Sterling
Hector is the consummate professional. He is committed and diligent with his work, fits in well with any team and is respectful of all of his peers. When Hector is faced with new tasks and/or challenges, he's quick to learn and demonstrates keen problem solving skills. Hector's attention to detail and his advanced communication skills make him an excellent go-to person when trying to explain complex concepts or processes to clients. I highly recommend Hector to any organization who seeks to hire the best of the best.
Lorin Lasker
Few people have the opportunity to report to a manager who is also a coach and a mentor. I’ve always been amazed by Hector’s ability to act in a highly stressful environment, while consistently motivating our team, always willing to help and share his expertise. I strongly recommend Hector as an effective manager and a natural leader.
Samantha Sterling
Hector is the consummate professional. He is committed and diligent with his work, fits in well with any team and is respectful of all of his peers. When Hector is faced with new tasks and/or challenges, he's quick to learn and demonstrates keen problem solving skills. Hector's attention to detail and his advanced communication skills make him an excellent go-to person when trying to explain complex concepts or processes to clients. I highly recommend Hector to any organization who seeks to hire the best of the best.
Lorin Lasker
Few people have the opportunity to report to a manager who is also a coach and a mentor. I’ve always been amazed by Hector’s ability to act in a highly stressful environment, while consistently motivating our team, always willing to help and share his expertise. I strongly recommend Hector as an effective manager and a natural leader.
Credentials
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Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
State of FloridaMay, 2020- Nov, 2024 -
Series 10
FINRA (Financial Industry Regulatory Authority)Nov, 2017- Nov, 2024 -
Series 9
FINRA (Financial Industry Regulatory Authority)Aug, 2017- Nov, 2024 -
Series 65
Financial Industry Regulatory Authority (FINRA)Oct, 2016- Nov, 2024 -
Series 63
Financial Industry Regulatory Authority (FINRA)Mar, 2015- Nov, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Mar, 2015- Nov, 2024
Experience
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Miller Wealth Advisors, LLC
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United States
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Financial Services
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1 - 100 Employee
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Operational Specialist
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Jan 2022 - Present
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Oppenheimer & Co. Inc.
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Financial Services
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700 & Above Employee
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Branch Operations Manager
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Jan 2021 - Dec 2021
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Mutual of America Financial Group
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United States
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Financial Services
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700 & Above Employee
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Rollover Specialist
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Mar 2020 - Jan 2021
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Financial Consultant Partner
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May 2019 - Nov 2019
Provided direct, dedicated support for Senior Financial Consultants and their practice clients. Worked with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Provided advice on a wide range of topics including suitability, recommendations, and planning for practice clients in collaboration with the Senior Financial Consultants. Provided direct, dedicated support for Senior Financial Consultants and their practice clients. Worked with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Provided advice on a wide range of topics including suitability, recommendations, and planning for practice clients in collaboration with the Senior Financial Consultants.
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Ameriprise Financial Services, LLC
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United States
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Financial Services
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700 & Above Employee
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Paraplanner
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May 2018 - May 2019
Participated in and provided follow up to client meetings to discuss recommendations and product advice including investment performance reporting and reallocation recommendations. Run illustrations and hypotheticals to support product solution recommendations. Participated in and provided follow up to client meetings to discuss recommendations and product advice including investment performance reporting and reallocation recommendations. Run illustrations and hypotheticals to support product solution recommendations.
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Client Relationship Specialist
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Feb 2017 - May 2018
Scheduled clients with a Financial Consultant for investment guidance. Processed new account applications and check deposits and disbursements. Maintained daily branch facility tasks, including event coordination and office procurement. Scheduled clients with a Financial Consultant for investment guidance. Processed new account applications and check deposits and disbursements. Maintained daily branch facility tasks, including event coordination and office procurement.
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor in Training
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Sep 2016 - Feb 2017
Guided and offered investment advice for investors segmented into my assigned book of business, introducing investment and banking products. Developed client relationships, leading to increase client satisfaction and referral business. Guided and offered investment advice for investors segmented into my assigned book of business, introducing investment and banking products. Developed client relationships, leading to increase client satisfaction and referral business.
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Associate Financial Professional
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Oct 2014 - May 2016
In a call service center, provided trade support placing equity, equity option, and mutual fund orders on behalf of clients. Introduced to existing and prospective clients products, services, and web site capabilities. Researched and resolved escalated account issues, including cost basis and corporate reorganizations. In a call service center, provided trade support placing equity, equity option, and mutual fund orders on behalf of clients. Introduced to existing and prospective clients products, services, and web site capabilities. Researched and resolved escalated account issues, including cost basis and corporate reorganizations.
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Albridge, an Affiliate of Pershing
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Lawrenceville NJ
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AVP, Senior Training Consultant, at Albridge Solutions
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Feb 2005 - Jul 2014
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TD
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Canada
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Banking
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700 & Above Employee
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Fixed Income Trading Desk
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Jan 2003 - Feb 2005
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Education
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1995 - 1999
Rutgers University
Bachelor's Degree, Economics
Community
