Matthew Smith's Location
Verona, WI, US
Matthew Smith's Work
- Financial Advisor @ Wealth Distribution Strategies, LLC
- Regional Vice President @ Jackson
Matthew Smith's Education
- Montana State University-Northern
BS ( Business, Management, Marketing, and Related Support Services)
2000 - 2003
Matthew Smith's Skills
- Series 6
- Series 63
- Fixed Annuities
- Retirement Planning
- Variable Annuities
- Investments
- Alternative Investments
- Asset Allocation
- Salesforce.com
- Investment Strategies
Matthew Smith's Summary
Matthew Smith, based in Verona, WI, US, is currently a Financial Advisor at Wealth Distribution Strategies, LLC, bringing experience from previous roles at Jackson. Matthew Smith holds a 2000 - 2003 BS in Business, Management, Marketing, and Related Support Services @ Montana State University-Northern. With a robust skill set that includes Series 6, Series 63, Fixed Annuities, Retirement Planning, Variable Annuities and more, Matthew Smith contributes valuable insights to the industry. Matthew Smith has 2 emails on RocketReach.
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