Charles Bearce Email & Phone Number
Financial Advisor @ Alliance Financial Network, Inc.
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Charles Bearce Location
- Rochester, NY, US
Charles Bearce Work
- Financial Advisor @ (March 2020 - Present)
- Wealth Management Advisor @ MassMutual Rochester (January 2016 - March 2020)
- Financial Services Professional, LUTCF @ (October 2012 - January 2016)
- Financial Services Professional @ (February 2008 - October 2012)
Charles Bearce Education
- The American College of Financial Services
LUTCF (LUTCF)
2008-2012 - SUNY Geneseo
Bachelor of Science (B.S.) (Finance)
2003-2007 - Saratoga Springs High School
High School (Regents )
2000-2003
Charles Bearce Skills
- Insurance
- Retirement
- Life Insurance
- Financial Services
- Retirement Planning
- Leadership
- Term Life Insurance
- IRAs
- Long Term Care Insurance
- Whole Life
- Finance
- Investments
- Securities
- Fixed Annuities
- Asset Allocation
- 401k Rollovers
- LUTCF
- 403 b
- Personal Finance
- Wealth Preservation
- 401k
- Sales
- Estate Planning
- Risk Management
- Wealth Transfer
- Supplements to Employee Benifits
- Annuity Sales
- Disability Insurance
- Long-term Care
- Mutual Funds
- Wealth Management
- Series 6
- Series 63
- Small Business
- Universal Life
- Employee Benefits
- Portfolio Management
- Public Speaking
- Microsoft Office
- Customer Service
- Financial Advisory
- Financial Planning
- Long Term Care
Charles Bearce Summary
- Charles Bearce, based in Rochester, NY, US, is currently a Financial Advisor at Alliance Financial Network, Inc.. Charles Bearce brings experience from previous roles at MassMutual Rochester, New York Life Insurance Company and MetLife. Charles Bearce holds a 2008 - 2012 LUTCF in LUTCF @ The American College of Financial Services. With a robust skill set that includes Insurance, Retirement, Life Insurance, Financial Services, Retirement Planning and more. Charles Bearce has 2 emails and 1 mobile phone numbers on RocketReach.
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