James J Syrewicz
Investment Advisor Representative at PROVIDENT WEALTH ADVISORS, LLC
- Role
- Investment Advisor Representative at Provident Wealth Advisors, Llc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Investment Advisor Representative
Provident Wealth Advisors, Llc
Apr 2018 — Present · The Woodlands, TX, US
Education
University of Texas M D Anderson Cancer Center
H.T, Histology; Biology
1992 — 1993
Sam Houston State University
Biology
1987 — 1988
Saint Edward's University
Biology
1988 — 1991
Skills
- Insurance Planning or Services or Strategies
- Wealth Management
- Retirement Planning
- Risk Management
- Client Education
- Long-Term Care Planning Strategies
- Wealth Preservation Strategies
- Tax-Deferred Investment Planning
- Employee Benefits
- Ira Distribution Planning
- Tax-Efficient Investing Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.