Jerry Shapiro
Financial Representative @Lincoln Investment
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WORK HISTORY
Financial Representative @Lincoln Investment
Woodland Hills, CA, US
Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC Insurance & Financial Services and the above firm are independent and non-affiliated.Insurance and Medicare planning are not offered through, or supervised by, Lincoln Investment.CA Ins. License #07•••21
EDUCATION
Santa Monica College
AA
The American College
LUTCF, FSS
SKILLS
ABOUT JERRY SHAPIRO
10 years in the banking and savings & loan industry, and entered insurance with Connecticut Mutual in 1987. Past President of National Association of Insurance and Financial Advisors (NAIFA) San Fernando Valley and served 2 years on California State Board of Trustees. Joined Pacific Southwest Financial (A Capitas Partner) specializing in wealth management in February 2007 after 18 years with MassMutual Financial Group. Specialties: Corporate and Executive Benefit strategies for small to mid-size companies including qualified plans and deferred compensation planning. Implementing medicare plans (including Medicare Part D) and long term care insurance for consumers and their parents.
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