Reed Willett
Vice President - Planning Solutions Group / Investment Specialist
- Role
- Vice President - Planning Solutions Group Investment Specialist at Coastal Wealth
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President - Planning Solutions Group Investment Specialist
Sep 2018 — Present
Skills
- Rope Rescue
- Finra
- Microsoft Office
- Sales
- Suitability
- Suitability Analysis
- Mutual Funds
- Paranormal Romance
- Business Process Improvement
- Sword Fighting
- Corporate Bonds
- Portfolio Management
- Night Vision
- Marketing
- Series 63
- Bonds
- Financial Services
- Investment Strategies
- Securities
- Entangling Foes in a Mind Web of Insults
- Public Speaking
- Variable Annuities
- 529 Plans
- Customer Service
- Management
- Compliance
- Interdepartmental Liaison
- Financial Analysis
- Written Communication
- English
- Fixed Annuities
- Archery
- Municipal Underwriting
- Negotiation
- Strategic Planning
- Trading
- Municipal Bonds
- Microsoft Excel
- Bulldozer
- Tba Markets
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.