mark keitel

vice president and financial consultant

About

Specialties: *Investment strategies able to reduce market risk for our clients *Retirement and Income planning. *401k/IRA rollover options. *Institutional and executive retirement planning. *Insurance Life, Long Term Care,, Various Annuities FINRA series 6 , 7, 66 & 63 licensed Florida Health Life and Annuity-215

Country

united states

City

tampa

Industry

financial services

Skill

alternative investments, estate planning, financial advisory, series 63, financial planners, registered investment advisor, fixed annuities, saving for education, fixed income, insurance, retirement planning, financial planning, wealth management services, portfolio management, iras, investments, variable annuities, series 6, finance, 401k, asset allocation, investment advisory, roth ira, asset managment, financial services, equities, wealth management, mutual funds, life insurance, uniform combined state law, strategic financial planning, finra, securities, investment strategies, wealth accumulation, asset management, separately managed accounts, college savings plans, long term care, wealth, long term care insurance, wealth preservation strategies, 401k rollovers, etfs, term life insurance, retirement, series 65, series 7, 529 plans, investment management

Experience

financial advisor

merrill lynch

2012-1 - 2013-10 · 1 yr 10 mos

financial services professional

new york life insurance company

2009-9 - 2012-1 · 2 yrs 5 mos

Helping people make smart choices with their money

registered investment advisor

first command financial services

2006-9 - 2009-8 · 3 yrs

Comprehensive Financial Plans; investments.and insurance protection.

president

a.a jonah fish estates

2000-1 - 2006-12 · 7 yrs

vice president and financial consultant

regions bank

2013-11 - Present · 12 yrs 10 mos

Financial Consultant for Regions Financial Corporation covering 11 branches and have 14 Licensed Bankers who I mentor and help make sure they reach their goals