Jim Tucker
Financial Planning and Investment Support Specialist at Madison Financial Planning Group
- Role
- Financial Planning and Investment Support Specialist at Madison Financial Planning Group
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Jim Tucker
I’m a huge people person and am always interested in hearing a person’s story. Too often…
Experience
Financial Planning and Investment Support Specialist
Madison Financial Planning Group
Nov 2018 — Present · Syracuse, NY, US
Securities offered through Commonwealth Financial Network®, member / The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: Financial Planning Group. 525 Plum Street, Suite 101, Syracuse, NY 13204.
Skills
- Executive Compensation Management
- Leadership Development
- Finance and Investment
- Security Clearance
- Financial Statements
- Financial Modeling
- Public Speaking
- Powerpoint
- Analysis
- Military
- Goal Based Wealth Management
- Portfolio Advisor
- Microsoft Excel
- Investment Management
- Team Leadership
- Microsoft Office
- Goals Based Investment Strategies
- Family Wealth Management Strategies
- Leadership
- Investment Advice
- Behavioral Finance
- Business Planning
- Ability to Handle Stress
- Microsoft Word
- Time Management
- Portfolio Management
- Government
- Motivational and Professional Encouragment
- Finance
- Business Management
- Spreadsheet Modeling
- Corporate Finance
- Management
- Equity Derivatives
- Social Media
- Business Financial Strategies
- Supervisory Skills
- Entrepreneurship
- Training
- Teamwork
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.