Kyle L Terzak
Financial Advisor @Edward Jones Investment Co
Naples, FL, US
EMAILS
k••••••••@edwardjones.com
MOBILE NUMBERS
+15•••••••69
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WORK HISTORY
Apr 2023 — Present
Financial Advisor @Edward Jones Investment Co
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I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future
EDUCATION
2010 — 2012
Edison State Community College
Bachelor of Applied Science (B.A.Sc.), Supervision and Management
SKILLS
Personal Planning AnalysisStrategic Financial PlanningTeam BuildingLong Term Care InsurancePurchasingCoachingEstate LiquidationSavings StrategiesFinancial PlanningContinuous ImprovementTrainingLogisticsPersonal Financial PlanningCommunicationPermanent Life InsuranceManagementMicrosoft ExcelLife InsuranceRetirement SavingsTime ManagementTeamworkCommon Sense FacilitatorSalesLeadershipInsuranceNegotiationCustomer ServiceCommunicatorRetailTeam LeadershipDisability InsuranceEstate PlanningOperations ManagementContinuous LearnerQualified Retirement PlansRetirement PlanningCold CallingBusiness Planning AnalysisIrrevocable Life Insurance TrustsEffective Communicator
ABOUT KYLE L TERZAK
Financial planning doesn\'t happen by chance; it is the product of sound decision-making…
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