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James Matteson Location
Champlin, MN, US
James Matteson Work
1998 -now Financial Advisor-AAMS @
James Matteson Education
University of Wisconsin-Stevens Point
BS-Biology, BS-Fisheries and Wildlife Management (Freshwater Biology and Aquatic Invertebrate)
1971-1975
James Matteson Skills
Project Management
Microsoft Excel
Financial Analysis
Investments
Series 7
Estate Planning
Education Savings Programs
Commission and Fee Based Options
Estate and Trust Services
Fixed Annuities
Individual Retirement Plans
Personalized Retirement Income Strategies
Portfolio and Retirement Plan Reviews
Certificates of Deposit
Variable Annuities
Personal and Business Credit Cards
Taxable Bonds
Insured Bank Deposit Program
Strategic Planning
Mutual Funds
Term and Permenant Life Insurance
Systematic Investing of Stocks and Mutual Funds
Financial Advisor
Stocks
Unit Investment Trusts
Customer Service
Online Account Access
Long Term Care Insurance
Tax Free Bonds
Personalized Wealth Management
Small Business Retirement Planning
Retirement Account Consolidation
James Matteson Summary
James Matteson, based in Champlin, MN, US, is currently a Financial Advisor-AAMS at Edward Jones. James Matteson holds a 1971 - 1975 BS-Biology, BS-Fisheries and Wildlife Management in Freshwater Biology and Aquatic Invertebrate @ University of Wisconsin-Stevens Point. With a robust skill set that includes Project Management, Microsoft Excel, Financial Analysis, Investments, Series 7 and more. James Matteson has 5 emails and 3 mobile phone numbers on RocketReach.
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