Jeffrey Powell
Partner, Wealth Advisor at Cornerstone Wealth
- Role
- Wealth Advisor, Partner at Cornerstone Wealth Group, Llc
- Location
- Aiken, SC, US
- LinkedIn followers
- 500 followers
About Jeffrey Powell
When people think about money and especially investing they usually experience some form…
Experience
Wealth Advisor, Partner
Apr 2016 — Present
Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth, a SEC registered investment adviser. At Cornerstone Wealth, our mission is to provide our clients with clarity and confidence through comprehensive financial services offered by a team of wealth management experts devoted to an unparalleled client service experience. We invite you to learn more about Cornerstone Wealth\'s comprehensive approach to wealth management by visiting cwgadvisors.com.CERTIFIED FINANCIAL PLANNER™ Practitioner Certified Financial Planner Board of Standards, Inc. Securities Exams Passed: Series 7 – General Securities Representative Exam Series 63 - The Uniform Securities Agent State Law Examination Insurance Licenses: Life, Accident and Health Long-Term Care and Medicare Supplement
Education
University of Miami
Certified financial planner
2008 — 2009
State University of New York at Fredonia
Bachelors of Arts, Political Science
1985 — 1989
University of Florida
Masters of Business Administration, Accounting and Finance
1999 — 2001
Buffalo State University
Masters of Science, Student Personel Administration
1989 — 1991
Skills
- Retirement Planning
- Investment Advisory
- Etfs
- Securities
- Estate Planning
- Asset Allocation
- Mutual Funds
- Equities
- Wealth Management
- Strategic Financial Planning
- Investments
- Asset Managment
- Management
- Asset Management
- Alternative Investments
- Portfolio Management
- Finance
- Electronic Trading
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