Ryan Morgenstern
Financial Advisor @Northwestern Mutual
Los Angeles County, CA, US
EMAILS
r••••••••@nm.com
MOBILE NUMBERS
+18•••••••14
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WORK HISTORY
Jun 2009 — Present
Financial Advisor @Northwestern Mutual
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Santa Monica, CA, US
I help my clients and prospective clients attain financial security by determining what they need, identifying what they have, and providing tailored recommendations to fill in those gaps and acheive financial freedom.
SKILLS
Customer ServicePermanent Life InsuranceMicrosoft Excel401kWealth AccumulationFixed AnnuitiesLong-Term CareRetirement PlanningSeries 6InsuranceSecuritiesEstate PlanningHealth InsurancePortfolio ManagementSmall BusinessRetirementStrategic Financial PlanningEmployee BenefitsLife InsuranceFinanceMicrosoft OfficeFinancial PlannersLong Term Care InsuranceDisability InsuranceCommercial InsuranceSeries 7
ABOUT RYAN MORGENSTERN
Financial Advisor at Northwestern Mutual
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