Sara Ruotsala
- Role
- PCG | Project Consulting Group
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Experience
Skills
- Life Insurance
- Series 7
- Series 63
- Asset Management
- Disability Insurance
- Wealth Management
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Annuity Sales
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Investments
- Investment Advisory
- Portfolio Management
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