Kathy Wise Email & Phone Number
Financial Advisor, CUSO Financial Services, LP @ CUSO Financial Services
Kathy Wise's Location
Savannah, GA, US
Kathy Wise's Work
- Financial Advisor, CUSO Financial Services, LP @ CUSO Financial Services
- Senior Retirement Sales Representative @ Principal Financial Group
- Group Retirement Plans @ Provident Mutual
Kathy Wise's Education
- Widener University
Graduate Degree (EDUCATION)
1999 - 2001
Kathy Wise's Skills
- Financial Advisor Savannah, GA Area
- Series 6,7,63,66. Life and Health License
- Retirement Planning
- Investments
- Financial Services
- 401(k) Retirement Savings Plans
- Financial Advisory
- Leadership
- Insurance
- Mutual Funds
Kathy Wise's Summary
Kathy Wise, based in Savannah, GA, US, is currently a Financial Advisor, CUSO Financial Services, LP at CUSO, bringing experience from previous roles at Principal Financial Group and Provident Mutual. Kathy Wise holds a 1999 - 2001 Graduate Degree in EDUCATION @ Widener University. With a robust skill set that includes Financial Advisor Savannah, GA Area, Series 6,7,63,66. Life and Health License, Retirement Planning, Investments, Financial Services and more, Kathy Wise contributes valuable insights to the industry. Kathy Wise has 2 emails and 1 mobile phone number on RocketReach.
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