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JM

John McLaughlin

Avantax Wealth Managementsm @Avantax

San Diego, CA, US

EMAILS

[email protected]

MOBILE NUMBERS

+18•••••••74

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WORK HISTORY

Present

Avantax Wealth Managementsm @Avantax

EDUCATION

N/A

Manchester Community College

Fine & Applied Arts

SKILLS

Series 63Fixed AnnuitiesFinancial PlannersSeries 6InsuranceSeries 24Long Term Care Insurance401kWealth AccumulationSecuritiesPortfolio ManagementIrasEstate PlanningSeries 7401k RolloversSeries 65Retirement Plan ConsultingWealthFinancial ServicesAsset ManagementVariable AnnuitiesWealth Management ServicesInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsRetirement PlanningDisability InsuranceAsset AllocationMutual FundsRisk ManagementEtfsFinancial AdvisoryUniform Combined State LawRoth IraQualified Retirement PlansCertified Financial PlannerLife InsuranceRetirementBondsFixed Income

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