Jeffrey Eckert

About Jeffrey Eckert

I firmly believe that the best way to achieve your financial goals is to identify your…

Experience

1. Co-founder Partner

   Wise Financial Llc

   Jun 2017 — Present · Myrtle Beach, SC, US

   Jeffrey T. Eckert is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc, Member FINRA/SIPC, One National Drive. Montpelier, VT 05••••••••37. Wise Financial LLC is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Jeffrey T. Eckert is licensed to sell securities in NY, FL, SC, GA, CT, IL, NH, NJ, TN and insurance-licensed in NY, FL, NC, SC, VA, GA, TN, TX, NV, AZ, WI, IL, MA, MD, AK, CO, CT, DE, ID, KY, MO, OK. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC98•••••17)p

Skills

• Internet Banking
• Small Business Lending
• Relationship Management
• Personal Finance
• Retail Banking
• Branch Banking
• Business Process
• Strategic Leadership
• Banking Relationships
• Series 6
• Loan Origination
• Finance
• Commercial Banking
• Refinance
• Debt Consolidation
• Community Banking
• Credit Analysis
• Consumer Lending
• Home Equity Loans
• Finra Series 6
• Investment Banking
• Team Leadership
• Corporate Finance
• Sales Management
• Lines of Credit
• Construction Loans
• Fixed Annuities
• Investments
• Loan Servicing
• Management
• Team Building
• Sales
• Bank Secrecy Act
• Branch Management
• Loans
• Credit Cards
• Highly Ambitious
• Branch Operation
• Credit
• Deposits