Jake Rosalez Email & Phone Number
Financial Planning Consultant @ HK Financial Services
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Jake Rosalez Location
- Des Moines, IA, US
Jake Rosalez Work
- 2020 - now Financial Planning Consultant @
- 2018 - 2020 Paraplanner @
- 2016 - 2018 Intramural Supervisor @
- 2017 - 2017 Sports Management Intern @
- 2016 - 2016 Administrative Intern @
Jake Rosalez Education
- University of Northern Iowa
Bachelor's degree (Double major in Finance and Business Administration: Management)
2014 - 2018 - Florence University of the Arts
(Certificate, Sports and Event Management)
2017 - 2017
Jake Rosalez Skills
- Hold Series 7
- Life Insurance
- Health Insurance
- Uniform Combined State Law
- Series 66
Jake Rosalez Summary
- Jake Rosalez, based in Des Moines, IA, US, is currently a Financial Planning Consultant at Avantax Planning Partners. Jake Rosalez brings experience from previous roles at Ameriprise Financial Services, Inc., University of Northern Iowa, Florence University of the Arts and HK Financial Services. Jake Rosalez holds a 2014 - 2018 Bachelor's degree in Double major in Finance and Business Administration: Management @ University of Northern Iowa. With a robust skill set that includes Hold Series 7, Life Insurance, Health Insurance, Uniform Combined State Law, Series 66 and more. Jake Rosalez has 2 emails and 1 mobile phone numbers on RocketReach.
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