Adam Queler Email & Phone Number
CERTIFIED FINANCIAL PLANNER® @ GCG Wealth Management, LLC
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Adam Queler Location
- Gastonia, NC, US
Adam Queler Work
- CERTIFIED FINANCIAL PLANNER® @ (January 2021 - Present)
- Certified Financial Planner @ (January 2021 - Present)
- CERTIFIED FINANCIAL PLANNER™ practitioner @ Raymond James Financial Services, Inc. (July 2015 - January 2021)
- Financial Advisor @ (July 2014 - July 2015)
- Financial Representative @ (October 2012 - July 2014)
- Agent @ (February 2006 - September 2012)
- Senior Representative @ (December 2003 - February 2006)
- Biological Sales Representative @ (February 2000 - December 2003)
Adam Queler Education
- Lenoir-Rhyne College
Bachelor of Arts (BA) (Tau Kappa Epsilon, Lenoir-Rhyne Baseball team)
1995-1999
Adam Queler Skills
- CFP®
- Series 7
- Series 65
- Series 6
- Series 63
- Sales
- Selling
- Management
- Finance
- CRM
- Insurance
- Licensed Property & Casualty Insurance Agent
- Small Business
- Sales Management
- LTC & Med. Supp. License
- Life and Health License
- Have Owned and Operated my own State Farm Agency
- 6.5 years experience as an outside Sales, Biological/Pharmaceutical rep.
- Customer Service
- Retirement Planning
- Leadership
- Investments
- Life Insurance
- Microsoft Office
- Team Building
Adam Queler Summary
- Adam Queler, based in Gastonia, NC, US, is currently a CERTIFIED FINANCIAL PLANNER® at GCG Wealth Management, Inc.. Adam Queler brings experience from previous roles at GCG Wealth Management, Inc., Raymond James Financial Services, Inc. and Vanguard. Adam Queler holds a 1995 - 1999 Bachelor of Arts (BA) in Tau Kappa Epsilon, Lenoir-Rhyne Baseball team @ Lenoir-Rhyne College. With a robust skill set that includes CFP®, Series 7, Series 65, Series 6, Series 63 and more. Adam Queler has 1 emails and 1 mobile phone numbers on RocketReach.
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