Jonathan Zucker Email & Phone Number
Managing Director - Investments, Financial Advisor @ Wells Fargo Advisors
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Jonathan Zucker Location
- Woodbury, NY, US
Jonathan Zucker Work
- 2015 -now Managing Director - Investments, Financial Advisor @
- 2007 -2015 Vice President - Financial Advisor @
Jonathan Zucker Education
- SUNY New Paltz 1981-1985
Jonathan Zucker Skills
- Retirement Planning
- Fixed Income
- Alternative Investments
- Investments
- Financial Services
- Portfolio Management
- Personal Finance
- Management
- Asset Management
- Customer Service
- Estate Planning
- Microsoft Office
- Series 63
- Series 7
- Fixed Annuities
- Equities
- Finance
- Insurance
- Sales Management
- Wealth Management
- Asset Allocation
- Strategic Planning
- Mutual Funds
- Strategy
- Strategic Financial
- Sales
- Accounting
Jonathan Zucker Summary
- Jonathan Zucker, based in Woodbury, NY, US, is currently a Managing Director - Investments, Financial Advisor at Wells Fargo Advisors. Jonathan Zucker brings experience from previous roles at Morgan Stanley. Jonathan Zucker holds a 1981 - 1985 SUNY New Paltz. With a robust skill set that includes Retirement Planning, Fixed Income, Alternative Investments, Investments, Financial Services and more. Jonathan Zucker has 2 emails and 1 mobile phone numbers on RocketReach.
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