Jim Kuhlman
Financial Professional at Prudential
- Role
- Financial Professional at Prudential Advisors
- Location
- Rancho Cucamonga, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jim Kuhlman
As a Financial Professional, I help individuals, Small businesses couples and families…
Experience
Financial Professional
Nov 1994 — Present · Rancho Cucamonga, CA, US
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Skills
- Retirement Planning
- Life Insurance
- Finance
- Series 6
- Insurance
- Retirement
- Investments
- Mutual Funds
- Fixed Annuities
- Series 63
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