Shad Robertson
Agency Vice-president @Bluecrest Financial Alliances
Dallas, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
Agency Vice-president @Bluecrest Financial Alliances
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EDUCATION
1998 — 2000
American College
Chartered Life Underwriter, Insurance
1989 — 1993
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, General
2000 — 2000
IBCFP
Certified Financial Planner Designation, CFP
SKILLS
Series 7Fixed AnnuitiesSalesFinancial PlannersTerm Life InsuranceRecruitingDisability Insurance401kSeries 6InsuranceStrategic PlanningLeadershipRetirementSecuritiesLife InsuranceFinanceInvestment AdvisoryRisk ManagementInvestmentsEmployee BenefitsSmall BusinessLong-Term CareFinancial ServicesRetirement PlanningSeries 63
ABOUT SHAD ROBERTSON
I am licensed to sell Insurance products in the following jurisdictions: TX, FL, MD, ND…
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