Polaris Wealth Advisory Group
Wealth Advisor
Polaris Greystone Financial Group, Llc
Wealth Advisor
Amtrust Financial Services, Inc. (Afsi) Apr 2016 - Oct 2017
Business Development Director
Td Ameritrade Jan 2011 - Mar 2016
Investment Consultant
Jpmorgan Chase & Co. Mar 2010 - Dec 2010
Financial Consultant
Education:
California Coast University
Bachelors, Bachelor of Science, Management
Skills:
Series 63 Finance Fixed Annuities Management Certified Financial Planner Finra 401K Sales Insurance Uniform Combined State Law Fixed Income Life Insurance Sales Management High Net Worth Individuals Equities Alternative Investments Risk Management Financial Analysis Wealth Series 6
Jeff Menning 1995 graduate of Warwick High School in Newport news, VA is on Classmates.com. See pictures, plan your class reunion and get caught up with Jeff and other high school ...