Kory Datres
Financial & Employee Benefits, Retirement Plans, PSERS State Pensions, 401k, 403b, Long Term Care Planning, Medicare
- Role
- Financial Consultant at Roche Financial, Inc
- Location
- Williamsport, PA, US
- LinkedIn followers
- 500 followers
About Kory Datres
I am blessed to be able to live and work in my hometown of Williamsport, PA. I am able to…
Experience
Financial Consultant
Nov 2013 — Present · Williamsport, PA, US
As a Registered Representative with Cetera Advisors LLC, I provide individuals and businesses with investment portfolio analysis and advice on life insurance and retirement planning strategies. As an Insurance Agent, I am able to search the Insurance marketplace for Individuals and groups to find the most cost effective, quality Employee Benefits programs available.I continue to specialize in the retirement planning of employees of the Pennsylvania Public School System. I help with the their individual retirement plans as well as the options associated with their PSERS state pension. I work with individuals to identify the strengths and weaknesses within their financial plan. Then I work with them to create a more efficient plan, addressing their needs of Income, Liquidity, Growth, and Protection.Securities offered through Cetera Advisors LLC Member FINRA/SIPC.4600 S. Syracuse Street, Denver, CO 80•••••69Roche Financial, Inc. & Cetera Advisors LLC are not affiliated entities
Skills
- Financial Planning
- Pensions
- 401k Rollovers
- Mutual Funds
- Financial Advisory
- Roth Ira
- Term Life Insurance
- Iras
- Retirement Savings
- Series 63
- 403 B
- Retirement Planning
- Fixed Annuities
- Retirement
- Indexed Annuities
- Variable Annuities
- College Savings Plans
- Insurance
- Employee Benefits
- Universal Life
- Qualified Retirement Plans
- Securities
- Investments
- Wealth Management
- Life Insurance
- Portfolio Management
- Finance
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