Steve H.
Director, Program Manager (Wellby Investment Services) at Wellby powered by JSC Federal Credit Union
- Role
- Director, Program Manager (Wellby Investment Services) at Wellby Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Director, Program Manager (Wellby Investment Services)
Oct 2020 — Present · Houston, TX, US
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Kilgore College
Associate of Arts (A.A.)
University of Houston-Clear Lake
Master of Arts (M.A.)
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
Skills
- Executive Benefit Strategies
- Life Insurance
- Finance
- Wealth Management
- Rollovers
- Universal Life
- Analysis
- Strategic Planning
- Investments
- Macroeconomics
- 63 Licenses
- Bond Markets
- Financial Analysis
- Long-Term Care
- Term Life Insurance
- Sales
- Fixed Income Portfolio Management
- Insurance
- Asset Management
- Financial Advisory
- Roth Ira
- Simple Ira
- Investment Management
- Retirement Solutions
- College Savings Plans
- Holistic Financial Planning
- Retirement Planning
- 401k
- Economics
- Survivor Income
- Statistics
- Investment Strategies
- Financial Services
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Tax Free Income
- Long Term Care Insurance
- Estate Preservation
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