William R. Buslee
Financial Services Professional at TriBridge Partners, LLC
- Role
- Financial Services Professional at Tribridge Partners
- Location
- Germantown, MD, US
- LinkedIn followers
- 500 followers
About William R. Buslee
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.I am licensed to sell insurance in Maryland, New York, Virginia and the District of Columbia.I am licensed to sell securities in Maryland and Indiana.I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC Supervisory address: 11350 McCormick Road EXEC PL IV Suite 200, Hunt Valley, MD 21••••••••54.TriBridge Partners, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Experience
Financial Services Professional
Feb 2020 — Present
My knowledge of advanced planning techniques allow me to help business owners protect their businesses and their families through the appropriate use of disability and life insurance.
Education
Certified Financial Planner Board of Standards
CFP, Financial Planning and Services
University of Michigan
MS, ABD, Inorganic Chemistry
The American College of Financial Services
CLU, ChFC
Fort Lewis College
BS, Chemistry
University of Michigan - Stephen M. Ross School of Business
Marketing
Skills
- Series 6
- Insurance
- Term Life Insurance
- Marketing Strategy
- Succession Planning
- Long-Term Care
- Sales
- Series 7
- Business Planning
- Disability Insurance
- Inorganic Chemistry
- Annuities
- Strategic Planning
- Mutual Funds
- Public Speaking
- Estate Planning
- Risk Management
- Team Building
- Management
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Health Insurance
- Brokers
- Financial Services
- Long Term Care Insurance
- Wealth Management
- Working with Brokers
- Asset Management
- Employee Benefits
- Life Insurance
- Finance
- Investments
- Marketing
- Underwriting
- Financial Planning
- Whole Life
- Retirement Planning
- Business Strategy
- Asset Managment
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