kari neller

kari neller

financial advisor

About

Registered Principal at Summit Brokerage Services, Inc.

Country

united states

City

lutz

Industry

financial services

Skill

college education planning, retirement savings, pensions, fixed annuities, college education, qualified retirement, retirement planning, iras, variable annuities, 401k, retirement plan consulting, asset allocation, roth ira, equity indexed annuities, life insurance, mutual funds, qualified retirement plans, investment strategies, asset management, personal financial, personal financial planning, 401k rollovers, retirement, retirement plan, employee benefits, investment management

Experience

valic

financial advisor

valic

2006-8 - 2012-5 · 5 yrs 10 mos
lpl financial

financial advisor

lpl financial

2012-6 - Present · 14 yrs 4 mos

kari neller's Contact Information

Email

******@***.com

Phone

(**) *** ****

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