Seth Wolnek
- Role
- Osaic
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Seth Wolnek
CERTIFIED FINANCIAL PLANNER™ Professional certification, Chartered Retirement Planning…
Experience
Present
Skills
- Securities
- Public Speaking
- Estate Planning
- Retirement
- Strategic Financial Planning
- Succession Planning
- Investment Advisory
- Asset Management
- Microsoft Office
- Strategic Planning
- Retirement Planning
- Fundraising
- Trusts
- Annuities
- Non-Profits
- Excel
- Investments
- Insurance
- Wealth Management
- Financial Planning
- Series 7
- Financial Advisory
- Financial Services
- Asset Allocation
- Portfolio Management
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