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

  1. Principal Securities Registered Representative, Financial Advisor

    Principal Financial Group

    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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Brandon Prior — Principal Securities Registered Representative, Financial Advisor at Principal Financial Group in Roseville, CA, US | Unifers