Roy Beutler
Internal Wholesaler - Core Market at Principal/Principal Securities Registered Representative
- Role
- Senior Internal Wholesaler at Principal Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Roy Beutler
As a retirement plan sales professional for Principal®, I work closely with plan sponsors…
Experience
Senior Internal Wholesaler
Mar 2021 — Present
Education
UMass Boston
Bachelor of Science (B.S.), Psychology, Economics & Business
1986 — 1990
Skills
- Financial Advisory
- Series 7
- Investments
- Securities
- Retirement Planning
- 401(K) Retirement Savings Plans
- Asset Allocation
- Banking
- Mutual Funds
- Sales
- 401k
- Series 6
- Business Relationship Management
- Relationship Management
- Retirement
- Management
- Sales Operations
- Wealth Management
- Series 63
- Leadership
- Finance
- Financial Services
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