Ploy Arichsa Brandt, CEPA®

Senior Investment Consultant at Diffractive Managers Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Thai Native or bilingual proficiency

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Certified Exit Planning Advisor
    Certified Exit Planning Advisor
    Nov, 2021
    - Sep, 2024
  • Personal Investment Advisor
    Merrill Lynch Internal
    Jan, 2020
    - Sep, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Kaplan
  • Series 31
    FINRA
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Diffractive Managers Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Investment Consultant
      • Jun 2022 - Present

      Diffractive Managers Group is a platform company of 1251 Capital Group. https://www.diffractivemanagers.com/ Diffractive Managers Group is a platform company of 1251 Capital Group. https://www.diffractivemanagers.com/

  • Merrill Lynch Wealth Management
    • Financial Advisor | Private Wealth Management
      • Sep 2019 - Jun 2022
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2017 - Sep 2019
  • Miss Asia USA
    • Entertainment Providers
    • Miss Thailand USA 2015
      • Nov 2014 - Nov 2015
  • LatFa Store
    • India
    • Retail
    • Store Manager
      • Nov 2007 - Sep 2012

Education

  • Saint Cloud State University
    Bachelor's Degree
    2013 - 2016

Community

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