Julieta Perez Fuentes
Junior Finacial Advisor at TSG Financial Strategies, LLC- Claim this Profile
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Spanish Native or bilingual proficiency
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Bio
Experience
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TSG Financial Strategies, LLC
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United States
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Financial Services
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1 - 100 Employee
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Junior Finacial Advisor
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Jan 2022 - Present
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TD Ameritrade
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United States
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Financial Services
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700 & Above Employee
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Financial Services
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Nov 2020 - Mar 2021
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Finacial Service Associate
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Oct 2019 - Dec 2019
Handled customer loan and withdrawals. Refinancing customer loans to meet their specific needs. Assist customers with choosing their correct retirement plan. Changed customers retirement plans’ shares and stock. Contribution amounts to their 401K. 401K and IRA procedures and regulations. Handled customer loan and withdrawals. Refinancing customer loans to meet their specific needs. Assist customers with choosing their correct retirement plan. Changed customers retirement plans’ shares and stock. Contribution amounts to their 401K. 401K and IRA procedures and regulations.
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L'Patricia Inc
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United States
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Law Practice
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Sales Associate
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Oct 2017 - Apr 2019
Performed visual merchandising to support store merchandiser and increase sales overall. Performed visual merchandising to support store merchandiser and increase sales overall.
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Dillard's Inc.
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United States
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Retail
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700 & Above Employee
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Sales Associate
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Aug 2016 - Feb 2017
Provided stellar customer service to guest with friendly and helpful greetings, handbags suggestions and cashiering Provided stellar customer service to guest with friendly and helpful greetings, handbags suggestions and cashiering
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Education
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2015 - 2019
The University of Texas at Arlington
Bachelor's degree, Finance, General
Community
