Joshua Gomez
401k Director Lincoln Financial
- Role
- 401k Sales Director at Lincoln Financial
- Location
- Baton Rouge, LA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Joshua Gomez
With over two decades of experience in the defined contribution (DC) marketplace, I serve…
Experience
401k Sales Director
Jul 2022 — Present · US
Skills
- Series 63
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Finra
- Erisa
- Series 7
- Qualified Retirement Plans
- Series 6
- Series 24
- Etfs
- Investment Advisory
- Uniform Combined State Law
- Retirement
- Profit Sharing
- 401k
- Iras
- Separately Managed Accounts
- Defined Benefit
- Pensions
- Defined Contribution
- Variable Annuities
- Series 65
- Retirement Plan Consulting
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