Jeff L. Macy
- Role
- Investment Advisor Representative at Integrated Partners
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeff L. Macy
My goal is to provide families and business owners with assistance in building their…
Experience
Investment Advisor Representative
Jun 2021 — Present
Skills
- 401k
- Team Building
- Securities
- Iras
- Universal Life
- Insurance
- Asset Allocation
- Direct Sales
- Long Term Care Insurance
- Fixed Annuities
- Sales Management
- Mutual Funds
- Estate Planning
- Retirement Planning
- Series 63
- Health Insurance
- 403 B
- Bonds
- Long-Term Care
- Series 65
- Financial Services
- Investment Advisory
- Employee Benefits
- Finance
- Pensions
- Annuities
- Series 7
- Strategic Planning
- Retirement
- Wealth Management
- Series 6
- Sales
- Term Life Insurance
- 457 Plans
- Retirement Plan Consulting
- 401k Rollovers
- Microsoft Office
- Small Business
- Leadership
- Buy-Sell Agreements
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.