Scott R Shrader from 38560 Jones Rd, Litchfield, OH 44253, age 63

Name / Title

Company / Classification

Phones & Addresses

Scott Shrader
Owner

Cst Accounting & Tax Services
Tax Return Preparation Services

6108 S Dixie Hwy, West Palm Beach, FL 33405
(561)5862960

Scott Shrader
Vice President

Liberty Tax Svc
Tax Preparation Svcs

3210 Lantana Rd, Lake Worth, FL 33462
1406 W Lantana Rd, Lantana, FL 33462
(561)6427018, (561)5889922

Scott Shrader
Principal

VAULT FINANCIAL, LLC
Investment Advice · Investment Advisory Service

1983 Pga Blvd 102, North Palm Beach, FL 33408
1983 Pga Blvd, West Palm Beach, FL 33408
701 S Olive Ave, West Palm Beach, FL 33401

Resumes

President

view source

Location:

2640 Lake Shore Dr, Riviera Beach, FL 33415

Industry:

Facilities Services

Work:

Liberty Tax Service since Sep 2007
Executive Vice President
H.D. Vest Financial Services since Jul 2003
Financial Advisor
Cendant Mortgage Mar 1998 - Jul 2003
Senior Mortgage Loan Consultant

Education:

Penn State 1993 - 1997

Skills:

Wealth Management
Independent Financial Advice
Strategic Financial Planning
Tax
Tax Preparation
Personal Tax Planning
Retirement Planning
Investments
Financial Analysis
Series 7
Small Business
Retirement
Financial Services
Accounting
Insurance
Portfolio Management
Finance
Real Estate
Business Planning
Tax Accounting
Wealth Accumulation Strategies
Life Insurance
Long Term Care Insurance
Disability Insurance
Variable Annuities
Equity Indexed Annuities
Certified Financial Planner
Irs Enrolled Agent
College Savings Plans
Mutual Funds
Etfs
Stocks
Bonds
Stock Market
Iras
Roth Ira
401K
Rollovers
Investment Advisory
Investment Strategies
Social Security
Medicare
Medicare Prescription Drug Plans
Medicare Advantage
Obamacare
Affordable Care Act
Health Insurance
Licensed Life and Health Insurance Agent
Financial Planners
Financial Advisory

Languages:

English

Certifications:

Certified Financial Planner™
Enrolled Agent
Series 7 - General Securities Rep
Series 66 (Nasaa-Uniform Combined State Law Exam)
215 Insurance License - Life, Health, and Variable Annuity
License E189576
Cfp Board
Internal Revenue Service
Financial Industry Regulatory Authority (Finra)
Florida Department of Financial Services, License E189576