Bryan Duffy Email & Phone Number
Financial Planner @ Prudential Advisors
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Bryan Duffy Location
- Trumbull, CT, US
Bryan Duffy Work
- 2021 -now Financial Planner @
- 2018 -2020 Financial Representative @
- 2016 -2017 Lead Bartender @ Overland Country Bar & Grill
- 2016 -2017 Director @
- 2015 -2015 Regional Director @
- 2013 -2015 Regional Director @
- 2012 -2013 Investment Consultant @
- 2010 -2012 Internal Wholesaler @
- 2006 -2010 Internal Wholesaler @
- 2005 -2006 Sales Consultant @ MIS Training Institute
Bryan Duffy Education
- Merrimack College
B.A. (Business Management)
1996-2000 - College of Financial Planning
(Chartered Retirement Planning Counselor)
2016 - National Futures Association
Chartered Retirement Planning Counselor (Series 3)
2016
Bryan Duffy Skills
- Series 63
- Series 6
- Mutual Funds
- CRPC
- Life Insurance
- Series 7
- 401k
- Fixed Annuities
- Separately Managed Accounts
- Series 65
- Asset Allocation
- Retirement Planning
- Retirement
- Alternative Investments
- ETFs
- Wealth Management
- Investments
- Securities Regulation
- Portfolio Management
- Financial Modeling
- 401K Retirement Savings Plans
- Microsoft Office
- Trading
- Strategic Planning
- Microsoft Word
- Business Analysis
- Microsoft Excel
- Strategy
- Sales Management
- Indexed Annuities
- College Funds
- IRAs
- 63 Licenses
- Rollovers
- Roth IRA
- Coverdell
- General Securities Registered Representative
- 457 Plans
- Simple IRA
- 403 b
- SEP IRA
- College Funding Strategies
- Traditional IRA
- Securities License
- Tax Free Income
- 401 Retirement Savings Plans
Bryan Duffy Summary
- Bryan Duffy, based in Trumbull, CT, US, is currently a Financial Planner at Prudential Advisors. Bryan Duffy brings experience from previous roles at Northwestern Mutual, Overland Country Bar & Grill, Incline Investment Management, LLC and Natixis Global Asset Management. Bryan Duffy holds a 1996 - 2000 B.A. in Business Management @ Merrimack College. With a robust skill set that includes Series 63, Series 6, Mutual Funds, CRPC, Life Insurance and more. Bryan Duffy has 1 emails and 3 mobile phone numbers on RocketReach.
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