Principal Securities Registered Representative, Investment Advisor Representative
@
Principal Financial Group
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David Spellman's Location
Freeport, ME, US
David Spellman's Work
Principal Securities Registered Representative, Investment Advisor Representative @ Principal Financial Group
Contract Surety Bond Representative @ Aetna Casualty & Surety
David Spellman's Education
COLLEGE FOR LONG TERM CARE CERTIFICATION
CERTIFIED LONG TERM CARE PROFESSIONAL (LONG TERM CARE PLANNING)
2021 - 2021
University of Maine
BA (English, Technical Writing)
1977 - 1981
University of Maine
Bachelor of Arts (B.A.) (English Language and Literature, Technical Writing)
1977 - 1981
Cony High School
BA (College Preparatory)
1973 - 1977
David Spellman's Skills
Annuities
Asset Allocation Analysis
Life Insurance
IRAs
Executive Bonus Plans
Disability Income Insurance
Long Term Care Insurance
Financial Needs Analysis
David Spellman's Summary
David Spellman, based in Freeport, ME, US, is currently a Principal Securities Registered Representative, Investment Advisor Representative at Principal Financial Group, bringing experience from previous roles at Aetna Casualty & Surety. David Spellman holds a 2021 - 2021 CERTIFIED LONG TERM CARE PROFESSIONAL in LONG TERM CARE PLANNING @ COLLEGE FOR LONG TERM CARE CERTIFICATION. With a robust skill set that includes Annuities, Asset Allocation Analysis, Life Insurance, IRAs, Executive Bonus Plans and more, David Spellman contributes valuable insights to the industry. David Spellman has 2 emails and 1 mobile phone number on RocketReach.