James L. Story

Divisional Vice President @Corebridge Financial

Macon, GA, US
MOBILE NUMBERS
+12•••••••05

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WORK HISTORY

Sep 2022 — Present

Divisional Vice President @Corebridge Financial

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EDUCATION

N/A

Certifications

Series 7, 63, 65, 24 and 51 licensed

1994 — 1996

University of West Georgia

Masters in Counseling, Psychology

SKILLS

Financial AdvisoryIra'sRoth IraSeries 7SalesFinancial Planners401k401k RolloversFinancial PlanningVariable AnnuitiesCollege Savings PlansSeries 65Series 6Retirement Plan ConsultingInsurancePensionsSeries 63ManagementMutual FundsAsset AllocationSaving for EducationLong-Term CareRetirementStrategic Financial PlanningRetirement PlanningInvestment StrategiesFinancial ServicesWealth ManagementAnnuitiesLong Term Care InsuranceFixed AnnuitiesIrasInvestment AdvisoryInvestmentsLong Term CareLife InsuranceSecuritiesPublic SpeakingTerm Life Insurance

ABOUT JAMES L. STORY

Corebridge Financial understands how to build and manage retirement plans that motivate…

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