J. Pate Email & Phone Number
Independent Representative - Heritage Living Trusts @ Heritage Estate Services
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J. Pate Location
- Leesburg, VA, US
J. Pate Work
- 2011 -now Independent Representative - Heritage Living Trusts @
- 2011 -now Retirement Income Planner @
- 2010 -now Campus Safety and Security Ministry Lead @ Grace Life Community Church
- 2012 -2013 Mortgage Loan Originator NMLS# 280867 @ Vantage Point Bank and Financial Services
- 1996 -2011 Division Leader @
- 1983 -2010 Public Safety @ Arlington County
J. Pate Education
- Northern Virginia Community College 1981-1984
J. Pate Skills
- Land Use Planning
- Physical Security
- Cpr/Aed Certified
- Praise And Worship
- Roth IRA
- Retirement Planning
- Retirement
- IRAs
- Life Insurance
- Insurance
- 401k
- Securities
- Investments
- Mutual Funds
- Term Life Insurance
- Wealth
- Financial Planning
- Team Building
- Coaching
- Long Term Care
- Retirement Savings
- Series 6
- Small Business
- Sales Management
- Variable Annuities
- Estate Planning
- New Business Development
- 401k Rollovers
- Employee Benefits
- Wealth Management
- Asset
- Series 63
- Personal Finance
- Pensions
- Asset Management
- Risk Management
- Portfolio Management
- Asset Allocation
- Succession Planning
- Savings
- Wealth Accumulation
- Business Planning
- Financial Analysis
- Asset Protection
- Equities
- College Savings Plans
- Annuities
- IRA's
- Benefits
- Insurance Planning
- Annuity
- Retirement Income Strategies
- Budgeting
J. Pate Summary
- J. Pate, based in Leesburg, VA, US, is currently a Independent Representative - Heritage Living Trusts at Heritage Estate Services. J. Pate brings experience from previous roles at Independent Broker Dealer, Grace Life Community Church, Vantage Point Bank and Financial Services and Primerica. J. Pate holds a 1981 - 1984 Northern Virginia Community College. With a robust skill set that includes Land Use Planning, Physical Security, Cpr/Aed Certified, Praise And Worship, Roth IRA and more. J. Pate has 1 emails and 1 mobile phone numbers on RocketReach.
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