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Walter D. Jezak
Investment Advisor Representative, Financial Services Representative @Baystate Financial
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WORK HISTORY
Investment Advisor Representative, Financial Services Representative @Baystate Financial
Comprehensive focus on all Group and Individual Financial and Insurance products. Primary focus is on 401k, 403b, and Group Benefit opportunities. Sales are also done on an individual level for Retirement Planning, Wealth Management, Estate and Eldercare needs, as well as Life, Disability, Health, and Long Term Care Insurance.I am licensed to sell Insurance in the States of NH, MA, ME & FL. I am licensed to sell Securities in the States of NH, MA, ME & FL. I am a Registered Representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory address: 1 Marina Park Drive, 16th Floor, Boston, MA 02••••••••00
EDUCATION
Suffolk University
MBA, Business Administration and Management, General
Northern Essex Community College
Associate, Liberal Arts
Merrimack College
Certificate CFP Program, Advanced Degree in Finance
UNIVERSITY OF LOWELL
Bachelor of Science, Business Administration/Finance
Bentley University
Certification in Pension Administration, Retirement Planning
SKILLS
ABOUT WALTER D. JEZAK
Services offered: Retirement Plans, Group and Individual Life, Disability, Long Term Care, & Health Insurance. LICENCES: Series 7, 6, 63, 65, and Life, Accident, & Health.
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