Jim Morman
Financial Advisor working with Personal and Business Retirement Plans, Risk Assessment, Estate & Legacy Strategies, and Financial Plans.
- Role
- Financial Advisor at Edward Jones
- Location
- Reno, US
- LinkedIn followers
- 500 followers
About Jim Morman
The WHO: My role as a Financial Advisor started in 2013 when I was recruited.…
Experience
Financial Advisor
Mar 2014 — Present · Sparks, NV, US
Understanding what\'s important to our clients, providing services that are appropriate, personalized and solutions based to each specific situation. We work face-to-face with business owners, family, friends and neighbors, partnering together to help assure established goals are achieved.
Skills
- Social Networking
- Sales Operations
- Customer Service
- Asset Allocation
- Mutual Funds
- Social Media
- Business Development
- Wealth Management
- Series 63
- Marketing
- Leadership
- Business Retirement Plans
- Fixed Annuities
- Portfolio and Retirement Plan Reviews
- Equities
- Marketing Communications
- Retirement Account Consolidations
- Individual Retirement Income Planning
- Wealth Strategies
- Financial Strategies
- Public Relations
- Sales Management
- Iras
- Sales
- Individual Retirement Accounts
- Budgets
- Life Insurance
- Series 7
- Fixed Income Investments
- Annuities
- 401k Options
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