Steve Polk's Location
Lutz, Florida, United States
Steve Polk's Work
- Financial Advisor @ Wells Fargo Advisors
- Financial Advisor @ Edward Jones
Steve Polk's Education
- College for Financial Planning
Accredited Asset Management Specialist ( Certified Financial Planner)
2011 - 2012 - Excelsior College
Bachelor of Science (B.S.) ( Sociology)
1992 - 1995
Steve Polk's Skills
- Financial Advisor
- Retirement Planning
- Series 7
- Retirement
- Wealth Management
- Mutual Funds
- Fixed Annuities
- Investments
- Strategic Planning
- Investment Advisory
Steve Polk's Summary
Steve Polk, based in Lutz, Florida, United States, is currently a Financial Advisor at Wells Fargo Advisors, bringing experience from previous roles at Edward Jones. Steve Polk holds a 2011 - 2012 Accredited Asset Management Specialist in Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Financial Advisor, Retirement Planning, Series 7, Retirement, Wealth Management and more, Steve Polk contributes valuable insights to the industry.
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