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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
National Futures Association
(Series 3)
2016
College of Financial Planning
(Chartered Retirement Planning Counselor)
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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