Jeffery Wallace Email & Phone Number
CFP®, ChFC® Financial Advisor @ Financial Services Company
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Jeffery Wallace Location
- Lakeland, FL, US
Jeffery Wallace Work
- CFP®, ChFC® Financial Advisor @ (October 2021 - Present)
- CFP ® Financial Advisor @ (May 2013 - Present)
- Associate Financial Advisor @ (February 2006 - May 2013)
- Paraplanner @ (January 2002 - December 2006)
- Planning Assistant @ (February 1997 - January 2002)
Jeffery Wallace Education
- State University of New York College at Oswego
Bachelor of Science (BS) (Marketing)
1991-1995
Jeffery Wallace Skills
- Paraplanning
- Retirement Planning
- Financial Planning
- Financial Services
- Investment Strategies
- Retirement
- Portfolio Management
- Investments
- Wealth
- Strategic Financial Planning
- Investment Advisory
Jeffery Wallace Summary
- Jeffery Wallace, based in Lakeland, FL, US, is currently a CFP®, ChFC® Financial Advisor at Ameriprise Financial Services, LLC. Jeffery Wallace brings experience from previous roles at Ameriprise Financial Services, LLC. Jeffery Wallace holds a 1991 - 1995 Bachelor of Science (BS) in Marketing @ State University of New York College at Oswego. With a robust skill set that includes Paraplanning, Retirement Planning, Financial Planning, Financial Services, Investment Strategies and more. Jeffery Wallace has 1 emails and 2 mobile phone numbers on RocketReach.
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