Robert Markle
Senior Financial Representative / Principal Securities Registered Representative / Financial Advisor @ Principal Financial Group
- Role
- Senior Financial Representative Principal Securities Registered Representative Financial Advisor at Principal Financial Group
- Location
- Guthrie, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Financial Representative Principal Securities Registered Representative Financial Advisor
Jul 2022 — Present · OK, US
Education
Pennsylvania College of Technology
Business Administration and Management, General
1972 — 1973
The American College
CLF, CLTC
2006 — 2014
Skills
- Asset Allocation
- Mutual Funds
- Long Term Care Insurance
- Disability Insurance
- Strategic Planning
- Executive Management
- Charitable Gift Planning
- Wealth Accumulation Strategies
- Investments
- Retirement
- Customer Service
- Fixed Annuities
- 401k
- Clf 2.0
- Wealth Management
- Entrepreneurship
- Long-Term Care
- Insurance
- Team Building
- Management
- Nonprofits
- Financial Services
- Coaching
- Finra Series 6
- Investment Strategies
- Series 63
- Asset Management
- Finra Series 7
- Cltc
- Life Insurance
- Term Life Insurance
- Small Business
- Finance
- Finra Series 24
- Securities
- Estate Planning
- Public Speaking
- Leadership
- Financial Planning
- Leadership Development
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