Robert Assaf Email & Phone Number
Investment Adviser Representative, Principal Securities Registered Representative @ Principal Financial Group
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Robert Assaf Location
- Chicago, IL, US
Robert Assaf Work
- Investment Adviser Representative, Principal Securities Registered Representative @ (November 2013 - Present)
- Senior Investment Executive @ National Asset Management (June 2012 - November 2014)
- Vice President Financial Advisor @ (July 2010 - December 2010)
- Vice President Wealth Management Advisor @ (November 1991 - July 2010)
- Senior Vice President Wealth Management @ (November 1990 - July 2010)
Robert Assaf Education
- LSU
BA (Anthropology)
1975-1978
Robert Assaf Skills
- 401 (k), 403 (b), SEP & Simple IRAs
- Annuities (Variable & Fixed)
- Asset Allocation
- Business Continuation Strategies
- Business Overhead Expense
- Buy-Sell Agreements
- Buy-Sell Review
- Charitable Giving
- College Funding Strategies
- Deferred Compensation Plans
- Dental Insurance
- Disability Income Insurance
- Estate Planning
- Executive Benefits Strategies
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- IRAs (Traditional & Roth)
- Key Person Insurance
- Long-Term Care Insurance
- Mutual Funds
- Pension Plans
- Salary Continuation
- Series 7,63 and 65 registrations
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Universal Life Insurance
- Wealth Accumulation
- Sep And Simple Iras
- 401 K
- Iras Traditional And Roth
- Sales
- Portfolio Management
- Annuities Variable And Fixed
- 63 And 65 Registrations
- Healthcare
- Finance
- 403 b
- Buy Sell Review
- Buy Sell Agreements
- Long Term Care Insurance
- Tax Deferred Savings
- Series 7
- Hospitals
- Annuities
- IRAs
Robert Assaf Summary
- Robert Assaf, based in Chicago, IL, US, is currently a Investment Adviser Representative, Principal Securities Registered Representative at Principal Financial Group. Robert Assaf brings experience from previous roles at National Asset Management, Morgan Stanley Smith Barney and Merrill Lynch. Robert Assaf holds a 1975 - 1978 BA in Anthropology @ LSU. With a robust skill set that includes 401 (k), 403 (b), SEP & Simple IRAs, Annuities (Variable & Fixed), Asset Allocation, Business Continuation Strategies, Business Overhead Expense and more. Robert Assaf has 1 emails and 1 mobile phone numbers on RocketReach.
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