James Steinmetz
Registered Client Service Associate @Stifel Financial Corp.
Signup · Get unlimited contacts
WORK HISTORY
Registered Client Service Associate @Stifel Financial Corp.
Pepper Pike, OH, US
ABOUT JAMES STEINMETZ
As a Financial Advisor with Equitable Advisors, I help my clients gain confidence in their financial future and create strategies for them to achieve their financial goals, plan for retirement, and gain protection through any insurance needs they may have. I am a graduate of Cleveland State University with a Bachelor\'s of Business Administration in Finance, as well as hold licenses in Life, Accident, and Health (LAH), Securities Industry Essentials (SIE), Series 7, and Series 66. At Equitable Advisors, we offer a wide range of products and services in order to create financial plans for our individual and corporate clients such as asset allocation, retirement planning, education funding, life insurance and disability income analysis, business continuation programs, and estate planning.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.