Steven Oleary
Senior Wealth Advisor @Keel Point
Annapolis, MD, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2022 — Present
Senior Wealth Advisor @Keel Point
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Annapolis, MD, US
SKILLS
Insturment Rated Private Pilot - Single Engine LandRetirement PlanningFinra401kTerm Life InsuranceInsuranceFinancial AdvisoryManagementFinancial PlannersAsset AllocationMutual FundsFinancial PlanningSweep and Scull RowingSecuritiesEstate PlanningWealth ManagementInvestment StrategiesAlternative InvestmentsFinancial ServicesSeries 7Fixed IncomeRetirementStrategic Financial PlanningFinanceInvestmentsEquitiesInvestment AdvisorySeries 63Iras
ABOUT STEVEN OLEARY
Keel Point My career began in financial services in 1993 with a national insurance and…
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