Financial Planning Specialist, Financial Consultant at Community Investment Services, Inc., Financial Consultant at Invest Financial
Location:
Canandaigua, New York
Industry:
Financial Services
Work:
Community Investment Services, Inc. since Mar 2011
Financial Planning Specialist, Financial Consultant
Invest Financial since 2011
Financial Consultant
Exeter Advisors, Inc. "A Manning and Napier Group of Companies" Mar 2010 - Apr 2011
Personal Financial Advisor
Morgan Stanley Smith Barney Sep 2007 - Mar 2010
Financial Advisor
United States Navy Mar 2004 - Sep 2007
Deployability Advisor/Instructor
Education:
Embry-Riddle Aeronautical University 2004 - 2007
Bachelor of Science, Professional Aeronautics; Minor in Management
Ash Brokerage
President
Union Central Ameritas 1995 - 2001
Financial Advisor
Ash Brokerage 1995 - 2001
Executive Vice President, Principal
Education:
University of Vermont 1990 - 1994
Bachelors, Bachelor of Science, Politics, History
Skills:
Insurance Retirement Planning Financial Services Retirement Underwriting Fixed Annuities Financial Planners Long Term Care Insurance Relationship Management Risk Management Estate Planning Wealth Management Health Insurance Practice Management Business Development Indexed Annuities Workers Compensation Advanced Planning
7609 W Jefferson Blvd, Fort Wayne, IN 46804 7609 W Jefferson, Fort Wayne, IN 46804 7609 W Jefferson Blvd , Fort Wayne, IN 46804 5400 Big Tyler Rd, Charleston, WV 25313 2604780600, 2604783604, 2604783600, 2604783081
Jason Grover Principal
Ash Brokerage Corp Life Insurance Carrier · Insurance Companies