Jeffrey Walters Email & Phone Number
Senior Regional Director at Hines Private Wealth Solutions, LLC @ Hines
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Jeffrey Walters Location
- United States
Jeffrey Walters Work
- Senior Regional Director at Hines Private Wealth Solutions, LLC @ (January 2012 - Present)
- Senior Vice President @ Behringer Securities (July 2009 - January 2012)
- Regional Vice President @ (October 2000 - June 2009)
Jeffrey Walters Education
- College for Financial Planning
CFP (Certified Financial Planning)
2005-2005 - UW Foster School of Business
BA (Finance, Music)
1997-2000
Jeffrey Walters Skills
- Series 63
- Series 7
- Retirement Planning
- Mutual Funds
- Fixed Annuities
- Strategic Financial Planning
- Wealth Management
- Securities
- Asset Allocation
- Investments
- Retirement
- ETFs
- Alternative Investments
- Portfolio Management
- Asset Management
- Asset Managment
- Insurance
- Investment Strategies
- Financial Planners
- Financial Advisory
- Financial Services
- Investment Advisory
- Estate Planning
- Life Insurance
- 401k
- Finance
- Series 24
- Series 65
Jeffrey Walters Summary
- Jeffrey Walters, based in United States, is currently a Senior Regional Director at Hines Private Wealth Solutions, LLC at Hines. Jeffrey Walters brings experience from previous roles at Behringer Securities and The Hartford. Jeffrey Walters holds a 2005 - 2005 CFP in Certified Financial Planning @ College for Financial Planning. With a robust skill set that includes Series 63, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities and more. Jeffrey Walters has 2 emails and 1 mobile phone numbers on RocketReach.
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