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

  1. Financial Professional

    Prudential Advisors

    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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