Jerome Pfeffer

Vice President - Heffernan Financial Services @Heffernan Insurance Brokers

Albuquerque, NM, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2022 — Present

Vice President - Heffernan Financial Services @Heffernan Insurance Brokers

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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

IrasFinanceAssetSmall BusinessPensionsWealthAsset ManagementFinancial Planners401kInvestment AdvisorySuccession PlanningErisaSeries 7Long-Term CareRetirement PlanningFinancial AdvisoryWealth ManagementBusiness PlanningEmployee BenefitsPlanningRetirementStrategic Financial PlanningPortfolio ManagementFinancial ServicesAuditingInvestmentsProject PlanningFinancial PlanningAnnuitiesFinancial AnalysisMutual FundsSavingsRisk ManagementTaxWealth Management ServicesInsuranceSecuritiesEstate PlanningStrategic PlanningAsset Protection

ABOUT JEROME PFEFFER

With more than seventeen years as Managing Director of Investment Solutions Group Inc…

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