James Bortak
Senior Financial Advisor, Managing Director - Investments @Wells Fargo Advisors
Atlanta, GA, US
EMAILS
MOBILE NUMBERS
+17•••••••44
Signup · Get unlimited contacts
WORK HISTORY
Jun 1994 — Present
Senior Financial Advisor, Managing Director - Investments @Wells Fargo Advisors
View department →
Duluth, GA, US
My areas of focus include: Retirement Planning, Retirement Income Planning, IRA Rollovers, Investment Management, Risk Management, Long Term Care and Life Insurance, and Educational Funding.
SKILLS
Investment PlanningAnnuitiesRetirement Plan ConsultingEstate Investment PlanningBusiness-Succession PlanningWealth Preservation Planning401k RolloversRisk ManagementBondsStocks401k PlanningSecuritiesMutual FundsFixed Income StrategiesRetirement PlanningInsuranceFinancial AdvisoryAsset AllocationTax Efficient StrategiesConcentrated Stock ManagementStock Analysis
ABOUT JAMES BORTAK
As a Financial Advisor, I try to provide sound financial advice and value added service…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.