CFP(R) Practitioner (CFP(R) Board of Standards Curriculum)
1998-2000
Phillips University, Enid, OK
Accounting
1984-1985
Missouri State University
Business and Insurance
1980-1982
University of Missouri-Columbia
Broadcast Journalism
1978-1979
Tim Sallee Skills
Disability Insurance
Estate Planning
FINRA
Financial Advisory
Financial Planning
Financial Services
Fixed Annuities
Insurance
Investment Advisory
Investments
Life Insurance
Long-term Care
Mutual Funds
Retirement
Retirement Planning
Retirement Planning Instructor
Securities
Series 7
Small Business
Wealth Management
Informal Family Financial Planning
Customer Service
Long Term Care
Informal Family
Tim Sallee Summary
Tim Sallee, based in Springfield, MO, US, is currently a Certified Financial Planner(R) PROFESSIONAL at BLACKBRIDGE FINANCIAL of the Ozarks at Blackbridge Financial. Tim Sallee brings experience from previous roles at Blackbridge Financial and Tim Sallee, CFP(R). Tim Sallee holds a 1998 - 2000 CFP(R) Practitioner in CFP(R) Board of Standards Curriculum @ College for Financial Planning. With a robust skill set that includes Disability Insurance, Estate Planning, FINRA, Financial Advisory, Financial Planning and more. Tim Sallee has 1 emails and 2 mobile phone numbers on RocketReach.
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