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David Slater Location
Livingston, NJ, US
David Slater Work
2022 -now Registered Representative @
2008 -now Director of Finance @ College Benefits Research Group, llc
2013 -2022 Registered Representative @ The Investment Center, Inc.
David Slater Education
Rutgers University–Newark
MBA (Finance, MIS)
1986-1988
Rutgers University
BS (Economics)
1982-1986
David Slater Skills
Insurance
Benefits
Financial Planning
Strategic Planning
College Planning
Due Diligence
Budgets
Educational Consulting
Employee Benefits
Entrepreneurship
Finance
Financial Planners
Fixed Annuities
Investments
Leadership
Life Insurance
Long-term Care
Mutual Funds
Retirement
Retirement Planning
Series 7
Strategic Financial Planning
Business Planning
Executive Management
Financial Advisory
Securities
Series 63
Small Business
Strategy
Wealth
Wealth Management
Privatkredite Mit Besonderen Leistungen
Kostenlose Versicherungsvergleiche
Kontowechselservice
Sparen and Investment
Versicherungsmakler Tochterfirma
Customer Service
Research
Spezialbank
Music
Umfassende Kunden Finanz Analyse
Marketing
Long Term Care
David Slater Summary
David Slater, based in Livingston, NJ, US, is currently a Registered Representative at Chelsea Financial Services. David Slater brings experience from previous roles at College Benefits Research Group, llc and The Investment Center, Inc.. David Slater holds a 1986 - 1988 MBA in Finance, MIS @ Rutgers University–Newark. With a robust skill set that includes Insurance, Benefits, Financial Planning, Strategic Planning, College Planning and more. David Slater has 2 emails and 3 mobile phone numbers on RocketReach.
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