Paul Gartner
Director, Regional Leader at TruStage Wealth Management Consulting Services
- Role
- Director, Regional Program Leader at TruStage
- Location
- Sunbury, OH, US
- LinkedIn followers
- 500 followers
About Paul Gartner
Broad Wealth Management experience including Brokerage, Insurance, Asset Management…
Experience
Director, Regional Program Leader
Jan 2018 — Present · Columbus, OH, US
Supporting Credit Union investment programs, their leaders, advisors and members in achieving professional and financial success.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Miami University
Bachelor's Degree
Skills
- Wealth
- Asset Management
- Series 63
- Insurance
- Series 24
- Investments
- Series 65
- Strategy
- Private Banking
- Financial Advisory
- Wealth Management
- Relationship Management
- Trust Services
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Asset Managment
- Series 7
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