Jim Plummer
Sr. Investment Advisor Representative
- Role
- Investment Adviser Representative at Vanderbilt Financial Group
- Location
- Johnstown, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jim Plummer
As a Fiduciary, I help people make optimal decisions about their money. So they may…
Experience
Investment Adviser Representative
Aug 2022 — Present
Skills
- Pensions
- Financial Modeling
- Financial Analysis
- Securities
- Financial Services
- Investments
- Estate Planning
- Public Speaking
- Investment Management
- Variable Annuities
- Underwriting
- Equities
- Series 7
- Asset Allocation
- Mutual Funds
- Risk Management
- Retirement Planning
- Strategic Planning
- Asset Management
- Licensed Life Insurance Agent
- Wealth Management Services
- Fixed Annuities
- Series 65
- Long-Term Care
- Personal Financial Planning
- Long Term Care Insurance
- Financial Advisory
- Iras
- Series 63
- Portfolio Management
- Retirement
- Strategic Financial Planning
- 401k Rollovers
- Life Insurance
- Investment Advisory
- Customer Service
- High Net Worth Individuals
- Fixed Income
- Sales
- Term Life Insurance
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