Joe Hatfield Email & Phone Number
Vice President @ OneGroup Retirement Advisors
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Joe Hatfield Location
- Naples, FL, US
Joe Hatfield Work
- Vice President @ (January 2017 - Present)
- First Vice President Financial Consultant @ Community Investment Services, Inc. (March 2016 - June 2018)
- Financial Consultant @ Oneida Wealth Management, Inc. (May 2007 - March 2016)
- Financial Consultant @ Smith Barney (May 2006 - April 2007)
- Financial Consultant @ Merrill Lynch (August 2004 - May 2006)
Joe Hatfield Education
- SUNY Oneonta
MS (Counseling)
2000-2002 - SUNY Oneonta
BS (Education)
1995-1999 - VVS 1991-1995
Joe Hatfield Skills
- IRA Rollovers
- Qualified Retirement Plans
- Securities
- Wealth Management Services
- 401k
- Series 7
- Retirement Planning
- Long-term Care
- Mutual Funds
- Asset Allocation
- Fixed Annuities
- Pensions
- Alternative Investments
- Life Insurance
- IRAs
- Portfolio Management
- Variable Annuities
- Roth IRA
- High Net Worth Individuals
- Profit Sharing
Joe Hatfield Summary
- Joe Hatfield, based in Naples, FL, US, is currently a Vice President at OneGroup Retirement Advisors. Joe Hatfield brings experience from previous roles at Community Investment Services, Inc., Oneida Wealth Management, Inc., Smith Barney and Merrill Lynch. Joe Hatfield holds a 2000 - 2002 MS in Counseling @ SUNY Oneonta. With a robust skill set that includes IRA Rollovers, Qualified Retirement Plans, Securities, Wealth Management Services, 401k and more. Joe Hatfield has 3 emails and 4 mobile phone numbers on RocketReach.
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