James Whitt Email & Phone Number
Financial Consultant II @ First Citizens Wealth
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James Whitt Location
- Charleston, SC, US
James Whitt Work
- 2022 -now Financial Consultant II @
- 2018 -2022 Financial Advisor @ CUSO Financial Services, LP at South Carolina Federal Credit Union
- 2013 -2022 Registered Representative, Sorrento Pacific Financial at Oak Ridge Wealth Management @
- 2012 -2013 Financial Advisor - Insurance Agent @ Matrix Consulting Group
- 2011 -2013 Financial Advisor @
James Whitt Education
- Methodist College
Bachelor's degree (Business Administration and Management, General)
1993-1995
James Whitt Skills
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Annuities
- Portfolio Management
- IRAs
- 529 Plans
- Investments
- Variable Annuities
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Financial Advisor
- Strategic Financial Planning
- Asset Management
- Trusts
- Long Term Care
- Disability Insurance
- 401k Plans
- 401k Rollovers
- Health Insurance
- Retirement
- Series 7
- Securities
James Whitt Summary
- James Whitt, based in Charleston, SC, US, is currently a Financial Consultant II at First Citizens Investor Services. James Whitt brings experience from previous roles at CUSO Financial Services, LP at South Carolina Federal Credit Union, Registered Representative, Sorrento Pacific Financial at Oak Ridge Wealth Manage, Matrix Consulting Group and Merrill Lynch. James Whitt holds a 1993 - 1995 Bachelor's degree in Business Administration and Management, General @ Methodist College. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Fixed Annuities, Insurance and more. James Whitt has 1 emails and 4 mobile phone numbers on RocketReach.
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