David Bossert Email & Phone Number
Financial Advisor, First Vice President -Investment Officer @ Wells Fargo Advisors
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David Bossert Location
- Fort Lauderdale, FL, US
David Bossert Work
- Financial Advisor, First Vice President -Investment Officer @ (March 2020 - Present)
- Financial Advisor, Vice-President Investments @ (January 2006 - March 2020)
- Financial Consultant @ Citicorp Investment Services (January 1998 - January 2006)
- Private Banker, Vice President @ Bank of Boston-Florida (January 1996 - January 1997)
David Bossert Education
- University at Albany
Bachelor of Arts (BA) (Sociology, Business Administration)
1977-1981
David Bossert Skills
- 401(k) options
- Alternative Investments
- Asset Allocation
- ETFs
- Finance
- Financial Advisory
- Fixed Annuities
- High Net Worth Individuals
- IRAs
- Insurance
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- New Business Development
- Retirement
- Retirement Planning
- Securities
- Management
- Wealth
- 401k
- Estate Planning
- Banking
- Wealth Management Services
- Business Development
- Investment Advisory
- Strategy
- Wealth Management
- Strategic Financial Planning
- FINRA
- Marketing
- Asset Management
- Certified Financial Planner
- Private Banking
- Loans
David Bossert Summary
- David Bossert, based in Fort Lauderdale, FL, US, is currently a Financial Advisor, First Vice President -Investment Officer at Wells Fargo Advisors. David Bossert brings experience from previous roles at Wells Fargo Advisors, Citicorp Investment Services and Bank of Boston-Florida. David Bossert holds a 1977 - 1981 Bachelor of Arts (BA) in Sociology, Business Administration @ University at Albany. With a robust skill set that includes 401(k) options, Alternative Investments, Asset Allocation, ETFs, Finance and more. David Bossert has 1 emails and 2 mobile phone numbers on RocketReach.
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