Resumes
Resumes

Katherine Stellflue
View pageLocation:
27296 Cranbrooke Dr, Lake Forest, CA 92630
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc.
Cfp
Pence Wealth Management Jan 2013 - May 2018
Lpl Financial Advisor
Ameriprise Financial Services, Inc. Apr 2000 - Jan 2013
Financial Advisor and Operations Manager and Paraplanner
Cfp
Pence Wealth Management Jan 2013 - May 2018
Lpl Financial Advisor
Ameriprise Financial Services, Inc. Apr 2000 - Jan 2013
Financial Advisor and Operations Manager and Paraplanner
Education:
Concordia University Irvine 2004 - 2005
Bachelors, Bachelor of Arts, Leadership, Business
Bachelors, Bachelor of Arts, Leadership, Business
Skills:
Insurance
Equities
Retirement Planning
Investment Strategies
Series 7
Variable Annuities
Fixed Annuities
Indexed Annuities
Wealth Management Services
Estate Planning
Financial Advisory
Reit
Qualified Retirement Plans
Commercial Real Estate
1031 Exchanges
Equities
Retirement Planning
Investment Strategies
Series 7
Variable Annuities
Fixed Annuities
Indexed Annuities
Wealth Management Services
Estate Planning
Financial Advisory
Reit
Qualified Retirement Plans
Commercial Real Estate
1031 Exchanges
Interests:
Cooking
Art
Hiking
Music
Travel
Art
Hiking
Music
Travel
Languages:
English
Certifications:
Certified Financial Planner™
