Brandon Prior
Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
- Role
- Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brandon Prior
Putting together a plan to help meet your financial objectives doesn\'t have to be a…
Experience
Principal Securities Registered Representative, Financial Advisor
Jan 2013 — Present · Roseville, CA, US
Skills
- Term Life Insurance
- Buy- Sell Review
- Annuities (Variable & Fixed)
- 401 (K), 403 (B), Sep & Simple Iras
- Key Person Insurance
- Deferred Compensation Plans
- Informal Business Valuation
- Income Protection
- Survivor Income
- Iras (Traditional & Roth)
- Whole Life Insurance
- Universal Life Insurance
- Wealth Accumulation
- Financial Needs Analysis
- Buy-Sell Agreements
- Asset Allocation
- Mutual Funds
- Executive Benefits Strategies
- Estate Planning
- Series 6 & 63 Registrations
- College Funding Strategies
- Business Continuation Strategies
- Disability Income Insurance
- Supplemental Retirement Income
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