Fred Lewis Email & Phone Number
Chartered Financial Consultant @ Keystone Financial Group
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Fred Lewis Location
- Eau Claire, WI, US
Fred Lewis Work
- 2020 -now Chartered Financial Consultant @
- 2020 -now Senior Advisor @ Keystone Financial
Fred Lewis Education
- American College - Bryn Mawr, PA
CLU, ChFC (Finance)
1972-1985
Fred Lewis Skills
- Team Leadership
- Wealth Management
- Small Business
- Strategic Financial Planning
- Retirement
- 401k
- Investments
- Retirement Planning
- Microsoft Office
- Portfolio Management
- Coaching
- Life Insurance
- Insurance
- Employee Benefits
- Disability Insurance
- Financial Services
- Negotiation
- Strategic Planning
- IRAs
- Change Management
- Public Speaking
- Mutual Funds
- Term Life Insurance
- Financial Advisory
- Fixed Annuities
- Series 7
- Microsoft Excel
- Investment Strategies
- Wealth
- Asset Allocation
- Investment Advisory
- Asset Management
- Estate Planning
- Customer Service
- Financial Planning
- Strategic Financial
Fred Lewis Summary
- Fred Lewis, based in Eau Claire, WI, US, is currently a Chartered Financial Consultant at Keystone Financial Group. Fred Lewis brings experience from previous roles at Keystone Financial. Fred Lewis holds a 1972 - 1985 CLU, ChFC in Finance @ American College - Bryn Mawr, PA. With a robust skill set that includes Team Leadership, Wealth Management, Small Business, Strategic Financial Planning, Retirement and more. Fred Lewis has 2 emails and 1 mobile phone numbers on RocketReach.
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