Jeremy Soboleski
Vice President - Financial Advisor @Ivory Wealth Management, Inc
Essex, CT, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2016 — Present
Vice President - Financial Advisor @Ivory Wealth Management, Inc
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Essex, CT, US
I provide seasoned advice, suited to high net worth individuals and business clients, with a specialization in working with and servicing Defined Contribution and Defined Benefit plans
EDUCATION
1994 — 1998
Union College
BA, Philosophy
SKILLS
Defined BenefitInvestment Advisory401kDefined ContributionEquitiesFinancial PlanningLife InsuranceFinanceRetirementStrategic Financial PlanningRetirement PlanningLong Term Care InsuranceAsset AllocationMutual FundsFixed AnnuitiesSpecial NeedsUniform Combined State LawLicensed Life Insurance AgentSecuritiesEstate PlanningWealth ManagementSeries 7Alternative InvestmentsInvestments
ABOUT JEREMY SOBOLESKI
Securities offered through Kestra Investment Services, LLC,(Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC,(Kestra AS) an affiliate of Kestra IS. “your firm name” is not affiliated with Kestra IS or Kestra AS.
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