Steven T. Sell
Senior Vice President at Hazlett, Burt & Watson, Inc.
- Role
- Senior Vice President at Hazlett, Burt & Watson, Inc
- Location
- Lancaster, PA, US
- LinkedIn followers
- 500 followers
About Steven T. Sell
I bring a broad overview from my prior experience in insurance, banking, and brokerages…
Experience
Senior Vice President
Mar 2001 — Present · Lancaster, PA, US
In addition to providing all aspects of client service, including portfolio building and management, researching investment options, financial planning, and insurance, I also participate in branch operations oversight.
Education
Millersville University of Pennsylvania
Bachelor of Science (B.S.), Secondary Education and Teaching
1984 — 1992
Skills
- Investments
- Investment Strategies
- 401k Rollovers
- Portfolio Management
- Wealth Management Services
- Personal Financial Planning
- Chfc
- Stockbroking
- Series 63
- Retirement
- Bonds
- Strategic Financial Planning
- Asset Management
- Financial Advisory
- Uniform Combined State Law
- Financial Planners
- 401k
- Fixed Annuities
- Stocks
- Wealth Management
- Retirement Savings
- Series 65
- High Net Worth Individuals
- Mutual Funds
- Asset Allocation
- Life Insurance
- Series 7
- Finance
- Investment Advisory
- Margin
- Iras
- Financial Planning
- Insurance
- Retirement Planning
- Securities
- Variable Life
- Financial Services
- Estate Planning
- Licensed Life & Health Insurance Agent
- Investment Management
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