Wanda Caffrey Email & Phone Number
Vice President - Retirement and Financial Planning and Financial Advisor @ inSOURCE Financial Advisors
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Wanda Caffrey Location
- Lincoln, NE, US
Wanda Caffrey Work
- Vice President - Retirement and Financial Planning and Financial Advisor @ (March 2025 - Present)
- Financial Advisor with Ameritas Investment Company, LLC Member FINRA and SIPC @ (May 2013 - Present)
- Director of Retirement Planning @ (May 2023 - March 2025)
- Financial Consultant with Ameritas Investment company, LLC Member FINRA and SIPC, @ Polaris Financial Services (July 2004 - Present)
- Financial Consultant @ Ameritas Investment Company, LLC Member FINRA/SIPC (November 2002 - July 2004)
- Financial Consultant @ TRJ and Associates/First Allied Securities (August 2001 - November 2002)
- Technical Analyst @ (June 1988 - April 2001)
Wanda Caffrey Education
- North Platte High School
-
(Management)
- Mid - Plains Community College
(Accounting)
Wanda Caffrey Skills
- Retirement Planning
- Investments
- Annuity
- Securities
- Life Insurance
- 401k
- Retirement
- Long Term Care
- Disability Insurance
Wanda Caffrey Summary
- Wanda Caffrey, based in Lincoln, NE, US, is currently a Vice President - Retirement and Financial Planning and Financial Advisor at inSOURCE Financial Advisors. Wanda Caffrey brings experience from previous roles at inSOURCE Financial Advisors, Polaris Financial Services and Ameritas Investment Company, LLC Member FINRA/SIPC. Wanda Caffrey holds a North Platte High School. With a robust skill set that includes Retirement Planning, Investments, Annuity, Securities, Life Insurance and more. Wanda Caffrey has 1 emails and 2 mobile phone numbers on RocketReach.
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