Kevin Foley
Chfc, Chartered Financial Consultant Clu, Chartered Life Underwriter @Raymond James
Columbus, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 1999 — Present
Chfc, Chartered Financial Consultant Clu, Chartered Life Underwriter @Raymond James
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EDUCATION
1976 — 1979
Kent State University
Bachelor of Science in Finance
SKILLS
Wealth ManagementInvestment AdvisorySmall BusinessFinancial AdvisoryFixed AnnuitiesSeries 63Strategic PlanningFinancial ServicesSecuritiesEstate PlanningRetirement PlanningFinancial ModelingInvestmentsEquitiesAsset AllocationMutual FundsRetirementStrategic Financial PlanningInvestment StrategiesAlternative Investments401kInsuranceAsset ManagmentPortfolio ManagementFinancial AnalysisFinanceSeries 7Asset Management
ABOUT KEVIN FOLEY
My goal is to provide unbiased, comprehensive planning to help select business owners and…
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