Jim Witkowski Email & Phone Number
Financial Advisor
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Jim Witkowski Location
- Kansas City, MO, US
Jim Witkowski Work
- Financial Advisor @ Cetera Advisors LLC (December 2009 - Present)
- Financial Advisor @ (September 2002 - October 2009)
- Financial Advisor @ American Express Financial Advisors (January 2000 - January 2002)
Jim Witkowski Education
- University of Central Missouri
BS (Biology)
1997-2000 - Bonozon Healthcare Pvt Ltd
Chemistry
1995-1997 - Raytown High School 1990-1995
Jim Witkowski Skills
- 401k
- Asset Allocation
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Fixed Annuities
- IRAs
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management
Jim Witkowski Summary
- Jim Witkowski, based in Kansas City, MO, US, is currently a Financial Advisor at Cetera Advisors LLC. Jim Witkowski brings experience from previous roles at Edward Jones and American Express Financial Advisors. Jim Witkowski holds a 1997 - 2000 BS in Biology @ University of Central Missouri. With a robust skill set that includes 401k, Asset Allocation, Estate Planning, FINRA, Finance and more. Jim Witkowski has 1 emails and 1 mobile phone numbers on RocketReach.
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