Jessica C. Lamb
Jessica C Lamb Financial Advisor
Raleigh-Durham-Chapel Hill, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
@Jessica C Lamb Financial Advisor
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EDUCATION
2014
Association of Certified College Funding Specialists
CCFS-Certified College Funding Specialist, College Funding
2017
International Association of Registered Financial Consultant
Registered Financial Consultant- RFC
2005
American College and National Association of Insurance & Financial Advisors
LUTCF - Life Underwriter Training Council Fellow
SKILLS
RetirementSmall BusinessDisability InsuranceFinanceInsuranceFinancial ServicesStrategic Financial PlanningStrategyLong Term Care InsuranceTerm Life InsuranceRetirement PlanningLong-Term CareIrasHealth InsuranceLife InsuranceSalesTrainingFinancial PlannersRoth IraFinancial Planning401k RolloversFixed AnnuitiesCollege FundingCollege Savings PlansSeries 63Estate PlanningLong Term CareRetirement Income StrategiesProtectionPermanent Life InsuranceIra'sTax Qualified PlansNon-Qualified FundsWealthFinancial AdvisoryPublic Speaking
ABOUT JESSICA C. LAMB
Life happens. Priorities change. Effective financial health does not work in a vacuum and…
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