retired financial service industry@ DST Systems
Kansas City, Missouri, United States
Willis Lyons
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FlashIntel GPTWillis Lyons is a highly experienced professional with 32.6 years of work experience in investments, securities, and portfolio management. Based in the United States, he has a strong background in financial services, including mutual funds, asset management, and equities. With expertise in series 7, series 63, and series 63, Willis has a deep understanding of retirement planning and relationship management. He has worked at DST Systems as a Lead Mutual Fund Rep since 1991, specializing in retirement planning and fixed annuities.
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Emails and Phone Numbers
Work Experience
retired financial service industry
Lead Mutual Fund Representative
IT Services and IT Consulting
Willis Lyons's Professional Milestones
- Lead Mutual Fund Representative (1991-03-01~): Provided exceptional financial guidance for clients, empowering them to create personalized investment strategies.
- retired financial service industry: Assisted in delivering exceptional financial services, providing exceptional service to a diverse range of clients.
Skill
Investments
Securities
Portfolio Management
Financial Services
Mutual Funds
Asset Management
Equities
Series 7
Wealth Management
Series 63
Retirement Planning
Iras
Relationship Management
Alternative Investments
Retirement
Financial Planning
Fixed Annuities
Certification
Colleagues
Bonnie McLean
product owner dst retirement solutions
Mike Friedl
software engineer at dst systems and owner of liberty homebuyers llc
Jo Malone
owner operator at dst systems
Chester Hishaw
owner president of hishaw residential services llc
john moo
founder at dst systems
Other Named Willis Lyons
Frequently asked questions
We found 4 Willis Lyons's email addresses
Willis Lyons's social media include: Linkedin,
Willis Lyons works for DST Systems
Willis Lyons's role in DST Systems is retired financial service industry
Willis Lyons works in the industry of IT Services and IT Consulting
Willis Lyons's colleagues are Bonnie McLean,Mike Friedl,Jo Malone
Willis Lyons's latest job experience is retired financial service industry at DST Systems
