Wes Wadkins
Sr Financial Services Rep, Principal Securities Registered Rep, Financial Advisor @Principal Financial Group
Tulsa, OK, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2011 — Present
Sr Financial Services Rep, Principal Securities Registered Rep, Financial Advisor @Principal Financial Group
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Tulsa, OK, US
SKILLS
LeadershipIncome ProtectionWealth AccumulationFinancial Needs AnalysisSurvivor IncomeUniversal Life InsurancePension PlansEstate PlanningIras (Traditional & Roth)Long-Term Care InsuranceSeries 6, 63, 65, RegistrationsSeries 7Informal Business ValuationAnnuities (Variable & Fixed)Tax-Deferred SavingsExecutive Benefits StrategiesDeferred Compensation PlansSplit Dollar PlansDisability Income InsuranceAsset AllocationMutual FundsBusiness Continuation StrategiesCollege Funding StrategiesBusiness Overhead ExpenseKey Person InsuranceBuy-Sell AgreementsBuy-Sell ReviewWhole Life InsuranceCustomer ServiceSupplemental Retirement IncomeTeam Building401 (K), 403 (B), Sep & Simple IrasStrategic PlanningTerm Life Insurance
ABOUT WES WADKINS
Wes is a Senior Financial Advisor, Investment Adviser Representative, and Bontide founder…
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