Jason Paplaski
Private Wealth Manager at Serenity Wealth Management
- Role
- Private Wealth Manager at Serenity Wealth Management Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Private Wealth Manager
Serenity Wealth Management Llc
Jan 2021 — Present · Chicago, IL, US
Education
St. Ambrose University
Bachelor of Accounting & Bachelor of Finance, Business/Management
2006 — 2010
Skills
- Rollovers
- General Securities Registered Representative
- Traditional Ira
- Outlook
- Sep Ira
- Series 63
- 401k Rollovers
- Fundamental Analysis
- Microsoft Excel
- Powerpoint
- Series 34
- Microsoft Word
- Roth Ira
- Simple Ira
- Pinnacle
- Options Strategies
- Access
- Series 7
- Spread Trading
- Series 3
- Long-Term Customer Relationships
- Microsoft Office
- Technical Analysis
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