John Lacey
- Role
- Financial Advisor at Osaic
- Location
- San Diego, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Lacey
Experienced business leader with a demonstrated history of working in the asset…
Experience
Financial Advisor
Apr 2023 — Present
Education
California State University, Fullerton
Bachelor of Arts, Communications
1978 — 1982
College for Financial Planning
CFP designation, Finance, General
Skills
- Defined Benefit
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Defined Contribution
- Financial Services
- Series 24
- Series 65
- Erisa
- Public Speaking
- Investments
- Asset Allocation
- Securities
- Asset Management
- Finance
- Alternative Investments
- Crm
- Series 63
- Series 7
- Strategic Planning
- Investment Strategies
- Financial Advisory
- Fixed Annuities
- Sales
- Finra
- Sales Presentations
- Financial Analysis
- Mutual Funds
- 401k
- Pensions
- Employee Benefits
- Series 6
- Retirement
- Investment Advisory
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