Joe Lundry Location
- Moline, IL, US
Joe Lundry Work
- 2025 -now Wealth Advisor, VP @
- 2003 -2025 Wealth Advisor @
- 2003 -2010 Financial Consultant @ UVEST Financial Services
- 2000 -2003 Financial Advisor @
Joe Lundry Education
- Coe College
BA (History)
1986-1990 - West Cntral
Joe Lundry Skills
- Series 63
- Financial Reporting
- Financial Services
- Mutual Funds
- Leadership
- Research
- Investments
- Sales
- Financial Advisory
- Finance
- Securities
- Estate Planning
- Wealth Management
- Insurance
- Strategic Planning
- Retirement Planning
- Series 7
- Financial Analysis
- Accounting
- Retirement
- Investment Advisory
Joe Lundry Summary
- Joe Lundry, based in Moline, IL, US, is currently a Wealth Advisor, VP at Old National Wealth Advisors. Joe Lundry brings experience from previous roles at Old National Wealth Advisors, UVEST Financial Services and Merrill Lynch. Joe Lundry holds a 1986 - 1990 BA in History @ Coe College. With a robust skill set that includes Series 63, Financial Reporting, Financial Services, Mutual Funds, Leadership and more. Joe Lundry has 1 emails on RocketReach.
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