Dale Puntel
Financial Representative @Modern Woodmen of America
Orlando, FL, US
EMAILS
MOBILE NUMBERS
+14•••••••24
Signup · Get unlimited contacts
WORK HISTORY
Sep 2018 — Present
Financial Representative @Modern Woodmen of America
View department →
Orlando, FL, US
EDUCATION
1972 — 1976
Bowling Green State University
Bachelor's degree, Operations Management and Supervision
1972 — 1976
Bowling Green State University
Bachelor of Science (BS), Operations Management and Supervision
SKILLS
Financial AdvisoryRoth IraSeries 65Retirement Plan ConsultingInvestmentsSeries 6InsuranceRetirement PlanningFinraLife InsuranceFinancial GoalsLong Term Care InsuranceDisability InsuranceFinancial PlanningWhole LifeEmployee BenefitsLong-Term CarePersonal Financial PlanningOutlookQualified Retirement PlansFinancial PlannersFixed AnnuitiesForecastingCold CallingSmall BusinessEstate PlanningCustomer ServiceMutual FundsSales ManagementIrasWealthBusiness Development529 PlansTerm Life Insurance401k RolloversSeries 63401kWealth AccumulationIncome ProtectionTraditional Ira
ABOUT DALE PUNTEL
As a Modern Woodmen representative, I use my knowledge of financial products and needs to…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.