Ben S.
Advisor Consultant -VP at Hartford Funds
- Role
- Regional Vice President - Advisor Consultant at Hartford Funds
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Ben S.
My work ethic was solidified young working alongside my entrepreneurial father. His…
Experience
Regional Vice President - Advisor Consultant
Jan 2016 — Present · Charlotte, NC, US
Please note that current regulatory policy does not allow me to receive endorsements of skills & expertise. All investments are subject to risk, including possible loss of principal. Benjamin Sugarwala is a registered representative of Hartford Funds Distributors, LLC. 690 Lee Road Wayne, PA 19087.
Education
West Chester University of Pennsylvania
Bachelors Finance, Management, Economics, Finance
2002 — 2006
Skills
- Fixed Annuities
- Mutual Funds
- Series 6
- Insurance
- Sales Operations
- Engaging Public Speaker
- Series 7
- Financial Services
- Crm
- Building Relationships
- Retirement Planning
- Marketing
- Series 63
- Public Speaking
- Retirement
- Annuity Sales
- Financial Advisory
- Portfolio Management
- Sales
- Investments
- Program Management
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