Erik Whinery
RVP - Retirement Plan Sales
- Role
- Regional Vice President - Retirement Plan Sales at The Standard
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Erik Whinery
Registered representative of GWFS Equities, Inc, Member FINRA/SIPC.
Experience
Regional Vice President - Retirement Plan Sales
Jul 2024 — Present · Austin, TX, US
Retirement plan sales professional with broad experience in all aspects of defined contribution plans for companies including third party administration, plan design, consulting and sales. Work through advisors to provide assistance and support in their 401(k) sales efforts while utilizing a consultative sales approach designed to do what is right for the client and create a lasting, long-term relationship.FINRA Series 6 and 63 licenses. Registered Representative of StanCorp Equities, Inc.Member FINRA/ SIPC.
Education
Barton County Community College
Bachelor of Arts; Associates Degree, Communication Studies; Science; Human Communication
2004 — 2006
University of Illinois Chicago
Bachelor's degree, Marketing
2006 — 2007
University of Northern Colorado
Marketing/ Communications, Human Communication
2007 — 2008
Skills
- Uniform Combined State Law
- Qualified Retirement Plans
- Series 65
- Retirement Plan Consulting
- 401k
- Iras
- Fixed Annuities
- Pensions
- Series 6
- Securities Regulation
- Pension Funds
- Retirement
- Defined Contribution
- Investment Advisory
- Retirement Planning
- Finra
- 401(K) Retirement Savings Plans
- Series 63
- Mutual Funds
- Financial Services
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