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US only - Investment portfolio consultant needed

$15-25 USD / hour

Kapalı
İlan edilme: neredeyse 3 yıl önce

$15-25 USD / hour

I am looking for an experienced financial planner to spend a few hours reviewing my stock portfolio, and advising on how I can better manage it myself.
Proje No: 30505868

Proje hakkında

10 teklif
Uzaktan proje
Son aktiviteden bu yana geçen zaman 3 yıl önce

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10 freelancer bu proje için ortalama $21 USD/ saat teklif veriyor
Kullanıcı Avatarı
Hi. I hope you're doing great, I can provide you professional services to create an investment portfolio. I'm an ACCA member with 6 years of experience in accounting, finance and taxation from multinational organizations. I'm currently providing services to different Businesses and Individuals on various financial aspects Apart from this I'm also providing services (Bookkeeping, Taxation, Projection & forecasting, cost management, business analysis) to businesses across US and UK i.e. Hotels and Lodges, Retail stores, Franchisees, rental businesses and more on software like QuickBooks Desktop, Online, Xero, Tally, Win Busy and more. I would love to work with you and help you with your financials and optimistic that we can develop a long-term professional relation. For more details regarding my experience and work kindly visit my profile or inbox to share further details. I'll be looking forward to your response, take care and thanks. Ali Hassan
$20 USD 40 gün içinde
5,0 (1 değerlendirme)
2,0
2,0
Kullanıcı Avatarı
Hello there, I just read your job posting. It is evident you need a financial planner. I have a background in this field and have been doing this for over 3 years. I can deliver quality work in time and within your budget. You won't regret assigning this task to me. Ping me up so that we can discuss your project. Kind regards, Stanley.
$15 USD 40 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
Kullanıcı Avatarı
I have read out your description thoroughly and have been wondering, how much capable I am for this work. I, as a virtual assistant, provide a great service to my every client with great hard work. I do not lie sluggishly on my couch and make false assumption of works rather I take my jobs seriously and do it with full attention and flow toils to make my clients content even from a remote place. As a free worker, I do not misuse my power. I have full ethical and moral values related to my job. I have already done many projects with the full consent of my clients and have long 5 years experiences in this ground and hence this ground is instilling confidence and improvement in my work. Mehwish
$25 USD 40 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
Kullanıcı Avatarı
Hi Clientele, Hope you are in good health. I have read your project details and am able to do financial planning . On the requirement of the project let me introduce my self. I am an ACCA. With having good financial and management Knowledge. I have given many advises to many business on investment and had prepared their budget . I am also DEMPS ( Developing employment ability skills) certified. Can provide you the certificate on contact. I can give satisfactory advise to you. There is no issue of payment. Thank you! Looking forward to be in contact with you!!
$20 USD 40 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
Kullanıcı Avatarı
Hi, I worked in one of the biggest companies as Corporate Financial Analyst for 4 years. freelancer for more than 2 years most of my projects are accounting related like building an Accounting System for companies, reconcilation of accounts, financial planning,financial coaching,accounting related tutoring and Expert Financial Analyst,Proficient in Sage,Xero,ZOHO, Wave, QuickBooks Online, Microsoft office. I am confident that I can Exceed your expectations.
$22 USD 50 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
Kullanıcı Avatarı
Hello ! sorry for inconvenience ! i am a CA finalist having strong grip in financial analysis and decision making process . Feel free to contact for your better and planned financial investments Thank you !
$25 USD 40 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
Kullanıcı Avatarı
I am looking forward to review your portfolio since I know this industry very well and the various sectors aswell.
$20 USD 40 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
Kullanıcı Avatarı
Hello, I have a Finance MBA and I am a CIM charter holder (Chartered Investment Manager, which is the Canadian version of the CFA professional designation). I am also a currency trader for a proprietary trading firm and manage my family's portfolio which includes US, Canadian and Caribbean real estate, gold, silver and international stocks. I'm happy to share my knowledge and experience when it comes to the art and science of portfolio management
$25 USD 40 gün içinde
0,0 (0 değerlendirme)
0,0
0,0

Müşteri hakkında

   POLAND bayrağı
Walnut, Poland
5,0
149
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