Licensed Practical Nurse | Certified Financial Planner@ Discipline Financial Management, LLC
Columbia, South Carolina, United States
Ppc George Jameson
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FlashIntel GPTPpc George Jameson is a highly experienced LPL Financial Advisor and Certified Financial Planner with 13.2 years of work experience. He specializes in alternative investments, estate planning, and series 63 financial planning. Based in the United States, Ppc George Jameson is currently working at Discipline Financial Management, LLC as an LPL Financial Advisor and Certified Financial Plannera. With a strong background in wealth management services and portfolio management, Ppc George Jameson is skilled in strategic financial planning and asset allocation.
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About
LPL Financial Advisor & CERTIFIED FINANCIAL PLANNER™ at Discipline Financial Management, LLC
Work Experience
Licensed Practical Nurse | Certified Financial Planner
Financial Services
Ppc George Jameson's Professional Milestones
- Licensed Practical Nurse | Certified Financial Planner (2013-02-01~): Provided exceptional patient care, integrating financial strategies to make informed decisions.
Skill
Alternative Investments
Estate Planning
Series 63
Financial Planners
Fixed Annuities
Retirement Planning
Wealth Management Services
Portfolio Management
Investments
Variable Annuities
Finance
401k
Series 66
Investment Advisory
Asset Allocation
Asset Managment
Wealth Management
Uniform Combined State Law
Strategic Financial Planning
Finra
Asset Management
401k Rollovers
Retirement
Life And Health Insurance Licenses
Series 7
Series 31
Certification
Other Named Ppc George Jameson
Frequently asked questions
Ppc George Jameson's social media include: Linkedin,
Ppc George Jameson works for Discipline Financial Management, LLC
Ppc George Jameson's role in Discipline Financial Management, LLC is Licensed Practical Nurse | Certified Financial Planner
Ppc George Jameson works in the industry of Financial Services
Ppc George Jameson's latest job experience is Licensed Practical Nurse | Certified Financial Planner at Discipline Financial Management, LLC
