Alan Liljegren
Managing Associate - Financial Advisor @Summit Legacy Strategies
Austin, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2023 — Present
Managing Associate - Financial Advisor @Summit Legacy Strategies
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Austin, TX, US
SKILLS
Financial ServicesSeries 7Asset ManagementLife InsuranceTerm Life InsuranceFixed AnnuitiesCustomized Wealth StrategiesLong Term Care InsuranceInvestmentsFinancial PlanningUnderwritingBankingMutual FundsRisk ManagementFinancial AnalysisHealth InsuranceDisability InsuranceSeries 63InsuranceRetirementStrategic Financial PlanningLong-Term CareMarketing ManagementFamily Financial AdvisorSales OperationsIrasRetirement Planning
ABOUT ALAN LILJEGREN
Alan has been in the financial services industry for over 20 years and joined Park Avenue…
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