Jon Curley
Financial Executive
- Role
- Chief of Compliance at World Investment Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Chief of Compliance
May 2023 — Present · US
Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC.(Member FINRA/SIPC). World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
Education
College of the Holy Cross
Bachelor of Arts (BA), Political Science and Government
1971 — 1975
The American College of Financial Services
CLU, ChFC, Insurance
1983 — 1984
Skills
- Insurance
- Term Life Insurance
- Actuarial Science
- Series 63
- Retirement
- Strategic Financial Planning
- Risk Management
- Employee Benefits
- Series 7
- Estate Planning
- Brokers
- Underwriting
- Fixed Annuities
- Disability Insurance
- Universal Life
- Property & Casualty Insurance
- Life Insurance
- Investments
- Retirement Planning
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