John Forney
- Role
- General Securities Registered Principal at Raymond James
- Location
- Altoona, PA, US
- LinkedIn followers
- 500 followers
About John Forney
Licensed in industry since 1969, have CLU, ChFC, AEP, and AIF designations as well as…
Experience
General Securities Registered Principal
Oct 2002 — Present
Education
The American College, Bryn Mawr, PA
Chartered Financial Consultant, Financial Planning
1982 — 1985
Penn State University
Insurance and Real Estate
1966 — 1970
The American College, Bryn Mawr, PA
Chartered Life Underwriter and Chartered Financial Consultant, Financial Planning for individuals & businesses
1982 — 1985
Skills
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Recruiting
- Key Employee Recruit and Retain
- Investment Advisory
- Investments
- Disability Insurance
- Long-Term Care
- Defined Benefit
- Esop
- Iras
- Pensions
- Persona Financial Planning
- Fixed Annuities
- Financial Planners
- Financial Advisory
- Erisa
- 401k Rollovers
- Uniform Combined State Law
- Retirement
- Strategic Financial Planning
- Series 63
- Retain
- Series 7
- Wealth Management
- 401k Education
- Series 6
- Insurance
- Asset Allocation
- Mutual Funds
- Series 65
- Retirement Plan Consulting
- 401k
- Wealth Accumulation
- Health Insurance
- Life Insurance
- Retirement Planning
- Term Life Insurance
- Securities
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