Financial Advisor @ (January 1999 - November 2012)
Owner and Vice-President @ Wildes Furniture Company (January 1988 - January 1999)
Jeff Wildes Education
Darla Moore School of Business at the University of South Carolina
Bachelor of Science (Finance)
1979-1982
Jeff Wildes Skills
Estate Planning
Financial Advisory
Independent Financial Advice
Retirement Savings
Retirement Planning
Portfolio Management
529 Plans
Investments
Series 66
Retirement Plan Consulting
Wealth Management
Life Insurance
Strategic Financial Planning
Qualified Retirement Plans
College Savings Plans
Asset Management
Series 10
Certified Financial Planner
Long Term Care Insurance
Series 7
Securities
Jeff Wildes Summary
Jeff Wildes, based in Georgetown, SC, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Wildes Financial Strategies. Jeff Wildes brings experience from previous roles at Edward Jones and Wildes Furniture Company. Jeff Wildes holds a 1979 - 1982 Bachelor of Science in Finance @ Darla Moore School of Business at the University of South Carolina. With a robust skill set that includes Estate Planning, Financial Advisory, Independent Financial Advice, Retirement Savings, Retirement Planning and more. Jeff Wildes has 2 emails and 3 mobile phone numbers on RocketReach.
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