Rich W's Location
New York, NY, US
Rich W's Work
- Producer @ Alliant Insurance Services
- Wealth Advisor @ Strategies for Wealth
- Wealth Advisor @ Morgan Stanley
- Wealth Advisor @ J.P. Morgan
- Vice President Private Client Services @ Chicago Investment Group
Rich W's Education
- Queens College
Bachelor of Arts (Accounting & Political Science)
Rich W's Skills
- Series 3
- Series 63
- Series 53
- Series 30
- Series 66
- Series 55
- Series 7
- Series 24
Rich W's Summary
Rich W, based in New York, NY, US, is currently a Producer at Alliant Insurance Services, bringing experience from previous roles at Strategies for Wealth, Morgan Stanley, J.P. Morgan and Chicago Investment Group. Rich W holds a Bachelor of Arts in Accounting & Political Science @ Queens College. With a robust skill set that includes Series 3, Series 63, Series 53, Series 30, Series 66 and more, Rich W contributes valuable insights to the industry. Rich W has 2 emails and 1 mobile phone number on RocketReach.
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