Samuel J. Willis
Unit Trust Expert | S. CT & Westchester Co.
- Role
- Uit Internal Wholesaler Southern Ct & Westchester Co at First Trust
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Samuel J. Willis
Integrity | Resilience | Purpose My financial services career launched in 2005…
Experience
Uit Internal Wholesaler Southern Ct & Westchester Co
Apr 2025 — Present · Franklin, TN, US
Education
Upper Iowa University
Baccalaureate of Science, Psychology
2000 — 2005
Skills
- Unit Investment Trusts
- Closed-End Funds
- Mutual Funds
- Investments
- Investment Strategies
- Asset Allocation
- Fixed Income
- Equities
- Financial Services
- Wholesaling
- Etfs
- Series 7
- Series 63
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