AJ Loedel Email & Phone Number
Managing Director and Financial Planner @ HighPoint Advisors, LLC
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AJ Loedel Location
- East Syracuse, NY, US
AJ Loedel Work
- Managing Director and Financial Planner @ (November 2011 - Present)
- Investment Specialist @ (December 2004 - November 2011)
- Financial Services Representative @ (January 2003 - January 2004)
AJ Loedel Education
- University of Scranton
Business Management
1999-2003 - Manlius Pebble Hill School 1991-1999
AJ Loedel Skills
- Investments
- Retirement Planning
- 401k
- Estate Planning
- Wealth Management
- Financial Planning
- Financial Analysis
- Strategic Financial Planning
- Financial Advisory
- Certified Financial Planner
- Financial Services
- Series 7
- Mutual Funds
- Retirement
- Fixed Annuities
- Disability Insurance
- Life Insurance
- Finance
- Asset Allocation
- Long Term Care Insurance
- Series 63
- Investment Advisory
- Wealth
- Insurance
- Series 6
- Long-term Care
- Asset Management
- Securities
- Term Life Insurance
- Small Business
- Portfolio Management
- Health Insurance
- IRAs
- Whole Life
- Critical Illness
- Equities
- Wealth Accumulation
- Employee Benefits
- Financial Planners
- Uniform Combined State Law
- Roth IRA
- 401k Rollovers
- Series 65
- College Savings Plans
- Variable Annuities
- Investment Strategies
- Personal Finance
- Wealth Management Services
- Retirement Plan Consulting
- Bonds
AJ Loedel Summary
- AJ Loedel, based in East Syracuse, NY, US, is currently a Managing Director and Financial Planner at HighPoint Advisors, LLC. AJ Loedel brings experience from previous roles at MetLife and MassMutual Financial Group. AJ Loedel holds a 1999 - 2003 Business Management @ University of Scranton. With a robust skill set that includes Investments, Retirement Planning, 401k, Estate Planning, Wealth Management and more. AJ Loedel has 1 emails and 1 mobile phone numbers on RocketReach.
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