JeffS6413:   Profile
JeffS6413's Profile

91% Positive Feedback on 331 Accepts
Account: Active
Status: Offline
Member Since: Thursday, June 4, 2020
Last Visit: Saturday, June 25, 2022
Posts: 27130 - [36.13 posts per day]
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Location:   Alexandria, Virginia
Current Job Title:   Principal/Advisor
Current Employer:   Mercantile Advisors, LLC
Work History:   Over 25 years solving a wide range of financial problems and concerns for individuals, small businesses, and government agencies.
Most Advanced Degree:   Master's Degree
School:    Regis Universtiy
Major or Emphasis:   Finance & Accounting
Graduation Year:   2008
Professional Licenses:   Insurance Consultant, Investment Advisor
Issuing License Agency:   Virginia Bureau of Insurance
State License Issued:   Virginia
Certifications, Awards, Patents, Publications & Other Education:   Certified Financial Planner-CFP (R)
Chartered Alternative Investment Analyst-CAIA
Experience:   Expert

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