Brian Beattie Email & Phone Number
Senior Vice President - Investments
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Brian Beattie Location
- West Palm Beach, FL, US
Brian Beattie Work
- Senior Vice President - Investments @ Wells Fargo Advisors (August 2010 - Present)
- Financial Advisor @ Morgan Stanley Smith Barney (June 2006 - August 2010)
Brian Beattie Education
- University of Miami Business School
BBA (Finance, Management, Marketing)
2003-2007
Brian Beattie Skills
- 401k
- Finance
- Financial Advisory
- Fixed Annuities
- Insurance
- Investments
- Life Insurance
- Long Term Care Insurance
- Mutual Funds
- Retirement
- Retirement Planning
- Small Business
- Chartered Retirement Planning Counselor
Brian Beattie Summary
- Brian Beattie, based in West Palm Beach, FL, US, is currently a Senior Vice President - Investments at Wells Fargo Advisors. Brian Beattie brings experience from previous roles at Morgan Stanley Smith Barney. Brian Beattie holds a 2003 - 2007 BBA in Finance, Management, Marketing @ University of Miami Business School. With a robust skill set that includes 401k, Finance, Financial Advisory, Fixed Annuities, Insurance and more. Brian Beattie has 1 emails and 2 mobile phone numbers on RocketReach.
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