Roy Allen Lederman
Financial Services
- Role
- Personal Financial Representative at Allstate Financial Services, LLC
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Roy Allen Lederman
Experienced Financial Specialist with a demonstrated history of working in the financial…
Experience
Personal Financial Representative
Allstate Financial Services, LLC
Sep 2004 — Present
Comprehensive Planning and Investment Management.
Skills
- Leadership
- Financial Planning
- Negotiation
- Securities
- Series 63
- Marketing
- Estate Planning
- Series 7
- Investments
- Asset Management
- Term Life Insurance
- Disability Insurance
- Portfolio Management
- Financial Services
- Asset Allocation
- Mutual Funds
- Risk Management
- Strategic Planning
- Insurance
- Retirement
- Strategic Financial Planning
- Small Business
- Customer Service
- Sales
- Life Insurance
- Finance
- Investment Advisory
- Retirement Planning
- Wealth Management
- Fixed Annuities
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