Luca Erozer

Luca Erozer

Portfolio Counselor | Tampa, Florida, United States

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Work Experience

Fisher Investments

Portfolio Counselor

2022-04-01 — Present

TD Ameritrade

Senior Financial Consultant

2016-08-01 — 2022-04-01

Fidelity Investments

Investment Solutions Representative

2015-10-01 — 2016-06-01

Fidelity Investments

Financial Representative

2015-01-01 — 2015-10-01

Skills

financial services portfolio management investment advice retirement planning retirement investment planning

Languages

English , Italian , French , Spanish