Jack Trevor
Certified Financial Planner @Northwestern Mutual
Boston, MA, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2016 — Present
Certified Financial Planner @Northwestern Mutual
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Advise clients in holistic financial planning engagements •Create clarity around retirement, education, insurance, debt, tax, and estate planning •Clients are thankful for the simplicity I bring and they find it easy to make decisions and take action •Licensed producer of Life, Accident/Health, Long Term Care Insurance & Annuities •Series 6 & 63 Certified: Qualified for Investment Advisory management & Brokerage services
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