Al Lazaro
- Role
- Financial Advisor at Edward Jones
- Location
- Lisle, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Al Lazaro
Al is an award-winning financial services sales executive with a proven-record of…
Experience
Financial Advisor
Nov 2018 — Present
I utilize an established process to help build and customize a financial plan based on what is important to you, your family, and/or business. As a partnership together, we will discuss strategies to help you reach your financial goals and secure your retirement.
Skills
- Fixed Annuities
- Wealth Management
- Asset Allocation
- Retirement Planning
- Asset Management
- Defined Contribution
- Business Planning
- Series 26
- Team Leadership
- Legislative Updates
- Territory Management
- Financial Advisory
- Securities
- 401k
- Pension
- Investment Strategies
- Retirement
- Series 66
- Alternative Investments
- Vendor Management
- 401(K) Retirement Savings Plans
- Series 7
- Financial Services
- Dcio
- Series 63
- Finance
- Sales
- Investments
- Employee Benefits
- Marketing
- Insurance
- Mutual Funds
- Series 6
- Investment Advisory
- Separately Managed Accounts
- Retirement Plan Consulting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.