Ozzie Delgado
- Role
- Cross Oak Wealth
- Location
- Williston, FL, US
- LinkedIn followers
- 500 followers
About Ozzie Delgado
Ozzie Delgado (AKA/Common misspellings: Ozzy Delgado, Ozzie Delgado, Jr, Osvaldo…
Experience
Present
Skills
- Educational Workshops
- Iras
- Retirement Plan Consulting
- Life Insurance
- Finance
- 401k
- Asset Allocation
- Mutual Funds
- Health Insurance
- Alternative Investments
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Stock Market
- Money Management
- Retirement Planning
- Securities
- Estate Planning
- Series 7
- Portfolio Management
- Long Term Care Insurance
- Relationship Management
- Tax Advisory
- Business Advisory
- Investments
- Charitable Gift Planning
- 403b
- Investment Distribution Planning
- Investment Management
- Variable Annuities
- College Savings Plans
- Wealth Management
- Disability Insurance
- Financial Services
- Crm
- Building Relationships
- Retirement Benefits
- Series 6
- Insurance
- Fixed Annuities
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