Scott McPeak
- Role
- External Wholesaler at Crump Life Insurance Services
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Scott McPeak
Proven track record of establishing and maintaining strong relationships with potential…
Experience
External Wholesaler
May 2022 — Present
Education
United States Army
Primary Leadership Development Course
2004 — 2004
The American College of Financial Services
CLU, Currently Enrolled - 2017
Skills
- Portfolio Management
- Fixed Annuities
- Alternative Investments
- Separately Managed Accounts
- Financial Planning
- Military Operations
- Wealth Management
- Securities
- Series 6
- Insurance
- Series 24
- Long-Term Care
- Etfs
- Investment Advisory
- Financial Advisory
- Uniform Combined State Law
- Asset Allocation
- Mutual Funds
- Investments
- Series 63
- Series 65
- Variable Annuities
- Financial Services
- Sales
- 401k
- Strategic Financial Planning
- Life Insurance
- Retirement Planning
- Finra
- Series 7
- Leadership
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