Winfred Jacob Email & Phone Number
Senior Financial Advisor @ Level Financial Advisors, Inc.
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Winfred Jacob Location
- Wellsville, NY, US
Winfred Jacob Work
- 2016 -now Senior Financial Advisor @
- 2006 -2016 Founding Partner and Certified Financial Planner @
- 1981 -2006 Self Employed @
Winfred Jacob Education
- Rochester Institute of Technology
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
1974-1978
Winfred Jacob Skills
- Personal Financial Planning
- Retirement Planning
- Investment Advisory
- Financial Advisory
- Retirement
- Financial Planning
- Investments
- Securities
- Investment Management
- Finance
- FINRA
- Certified Financial Planner
- Insurance Planning
- Wealth
- Wealth Management
- Portfolio Management
- Mutual Funds
- Financial Services
- Estate Planning
- Investment Strategies
Winfred Jacob Summary
- Winfred Jacob, based in Wellsville, NY, US, is currently a Senior Financial Advisor at Level Financial Advisors, Inc.. Winfred Jacob brings experience from previous roles at Frontier Financial Group, LLC and Independent Financial Adviser. Winfred Jacob holds a 1974 - 1978 Bachelor of Business Administration (B.B.A.) in Business Administration and Management, General @ Rochester Institute of Technology. With a robust skill set that includes Personal Financial Planning, Retirement Planning, Investment Advisory, Financial Advisory, Retirement and more. Winfred Jacob has 1 emails and 1 mobile phone numbers on RocketReach.
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