Jeffery Pleet
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeffery Pleet
Our vision is to provide extraordinary personal service to our clients with a special…
Experience
Financial Advisor
Sep 2009 — Present · Oak Harbor, WA, US
Education
The American College
CLU®, ChFC®, Financial
Skills
- Qualified Retirement Plans
- Financial Advisory
- Wealth Management
- Employee Benefits
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Retirement
- Retirement Planning
- Personal Finance
- Investments
- Portfolio Review
- Series 7
- Series 63
- 401k
- Strategic Planning
- Defined Benefit
- Life Insurance
- Fixed Annuities
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