Jeffrey Minor
Director, Financial Planning @Edelman Financial Engines
Louisville, KY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2010 — Present
Director, Financial Planning @Edelman Financial Engines
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Louisville, KY, US
EDUCATION
1982 — 1986
Western Kentucky University
Bachelor of Science (BS), Finance and Financial Management Services
SKILLS
Wealth ManagementInvestment AdvisoryFixed AnnuitiesAsset AllocationMutual FundsCustomer ServiceStrategic PlanningIrasRetirement PlanningFinraSeries 63RetirementFinancial AdvisoryPortfolio ManagementSeries 65401kInvestments
ABOUT JEFFREY MINOR
Series 65 - Successfully completed license examination administered by…
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