Jacob J Reid
the Ameriflex Group @Capital Insight Financial Group
Livermore, CA, US
EMAILS
j••••@capitalinsightfg.com
MOBILE NUMBERS
+15•••••••51
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WORK HISTORY
Present
the Ameriflex Group @Capital Insight Financial Group
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EDUCATION
1993 — 1999
University of California, Berkeley & Laney College
Economics, Psychology
SKILLS
Disability InsuranceHealth InsuranceFinancial AnalysisSeries 65Retirement Plan ConsultingTerm Life Insurance401k RolloversHigh Net Worth IndividualsInsuranceWealthPersonal Financial PlanningBrokerage401kEtfsIrasSep IraInvestment ManagementVariable AnnuitiesSeries 63College Savings PlansPortfolio ManagementIncome ProtectionFinancial PlanningWhole LifeLife InsuranceStrategic Financial PlanningRetirement PlanningFinraLong Term Care InsuranceFinancial ServicesFinancial AdvisoryRoth IraProfit SharingUniversal LifeEstate Planning403 BManaged AccountsQualified Retirement PlansSeries 7Investment Strategies
ABOUT JACOB J REID
Freedom to be Inspired Capital Insight Financial Group partners with individuals…
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