Jerome Pfeffer
Vice President, Retirement Plan Consultant, Wealth Advisor
- Role
- Vice President - Heffernan Financial Services at Heffernan Insurance Brokers
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Jerome Pfeffer
With more than seventeen years as Managing Director of Investment Solutions Group Inc…
Experience
Vice President - Heffernan Financial Services
Sep 2022 — Present · Albuquerque, NM, US
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP, Heffernan Financial Services (HFS), and Heffernan Insurance Brokers (HIB) are separate entities from LPL Financial.
Skills
- Iras
- Finance
- Asset
- Small Business
- Pensions
- Wealth
- Asset Management
- Financial Planners
- 401k
- Investment Advisory
- Succession Planning
- Erisa
- Series 7
- Long-Term Care
- Retirement Planning
- Financial Advisory
- Wealth Management
- Business Planning
- Employee Benefits
- Planning
- Retirement
- Strategic Financial Planning
- Portfolio Management
- Financial Services
- Auditing
- Investments
- Project Planning
- Financial Planning
- Annuities
- Financial Analysis
- Mutual Funds
- Savings
- Risk Management
- Tax
- Wealth Management Services
- Insurance
- Securities
- Estate Planning
- Strategic Planning
- Asset Protection
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