Jeff Rockel Email
Financial Advisor @ Investia Services Financiers Inc. / Investia Financial Services Inc.
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Jeff Rockel Location
- Waterloo, ON, CA
Jeff Rockel Work
- 2000 -now Financial Advisor @
- 1979 -2000 Financial Advisor, President @ Regal Capital Planners Ltd
Jeff Rockel Skills
- Wealth Management
- Mutual Funds
- Retirement
- Financial Advisory
- Investments
- Wealth
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Portfolio Management
- Investment Strategies
- Public Speaking
- Strategy
- Management
- Sales
- Accounting
- Research
Jeff Rockel Summary
- Jeff Rockel, based in Waterloo, ON, CA, is currently a Financial Advisor at Investia Financial Services. Jeff Rockel brings experience from previous roles at Regal Capital Planners Ltd. With a robust skill set that includes Wealth Management, Mutual Funds, Retirement, Financial Advisory, Investments and more. Jeff Rockel has 2 emails on RocketReach.
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Others Named Jeff Rockel
Jeff Rockel
Financial Advisor
Waterloo, ON, CA
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