Joey Florio Email & Phone Number
Plan Support Consultant @ Slavic401k
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Joey Florio Location
- Franklin, TN, US
Joey Florio Work
- 2023 -now Plan Support Consultant @
- 2019 -2025 457 Consultant and Investment Advisor @ Serve & Protect Financial
- 2021 -2023 Retirement Service Consultant @
- 2017 -2019 Retirement Consultant @
- 2017 -2017 Compliance Consultant @ Pinnacle Financial Services
- 2015 -2016 Defined Contribution Analyst @
- 2014 -2015 Retirement Plan Advisor and Relationship Manager @
- 2011 -2013 Market Analyst @
- 2005 -2010 Consulting Group Analyst and Financial Planning Associate @
Joey Florio Education
- University of Florida - Warrington College of Business
Bachelor of Arts (Business Administration)
2002-2004 - University of Florida College of Journalism and Communications
Specialization (Mass Communication)
2002-2004 - College for Financial Planning
Chartered Retirement Planning Counselor (Financial Planning)
Joey Florio Skills
- Estate Planning
- Series 63
- Financial Advisory
- E Commerce
- Bonds
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Data Analysis
- Investments
- Market Research
- Series 6
- 401K Retirement Savings Plans
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- 457 Plans
- Wealth Management
- Asset Managment
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- 403 b
- Investment Strategies
- Stocks
- Asset Management
- Financial Analysis
- Market Analysis
- Email Marketing
- ETFs
- Retirement
- Services
- Securities
- Financial Markets
- Investment Management
- 401 Retirement Savings Plans
Joey Florio Summary
- Joey Florio, based in Franklin, TN, US, is currently a Plan Support Consultant at Slavic401k. Joey Florio brings experience from previous roles at Serve & Protect Financial, Smart USA Co, Lincoln Financial Group and Pinnacle Financial Services. Joey Florio holds a 2002 - 2004 Bachelor of Arts in Business Administration @ University of Florida - Warrington College of Business. With a robust skill set that includes Estate Planning, Series 63, Financial Advisory, E Commerce, Bonds and more. Joey Florio has 1 emails and 3 mobile phone numbers on RocketReach.
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