Regional Managing Director @ (August 1994 - July 1999)
Joseph Nagy Education
Bluffton University
Bachelor of Arts (B.A.) (Business)
1973-1977
Thomas W. Harvey High
H.S. (College Prep)
1969-1973
Joseph Nagy Skills
Series 6
Series 7
Series 24
Series 26
Series 53
Series 63
Series 65
Retirement Planning
Mutual Funds
Wealth Accumulation
Asset Allocation
Deferred Compensation
Executive Benefit Strategies
Business Overhead Expense
Buy-sell Agreements
Buy-Sell Review
Estate Planning
Financial Needs Analysis
Income Protection
Informal Business Valuation
Key Person Insurance
Supplemental Retirement Income
401(k)
Sales
401k
Strategic Planning
Sales Management
Buy Sell Review
Buy Sell Agreements
Program Management
Customer Service
Security
BLS
Joseph Nagy Summary
Joseph Nagy, based in Florida, United States, is currently a Senior Managing Director, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group. Joseph Nagy brings experience from previous roles at Prudential Financial. Joseph Nagy holds a 1973 - 1977 Bachelor of Arts (B.A.) in Business @ Bluffton University. With a robust skill set that includes Series 6, Series 7, Series 24, Series 26, Series 53 and more. Joseph Nagy has 1 emails and 1 mobile phone numbers on RocketReach.
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