Byron Whatley

Byron Whatley Email and Phone Number

Registered Representative Principal Securities Registered Representative Helping you prepare for the retirement phase @ Principal Financial Group
Byron Whatley's Location
Charlotte, North Carolina, United States, United States
Byron Whatley's Contact Details

Byron Whatley personal email

n/a

Byron Whatley phone numbers

About Byron Whatley

At Principal, we have found that the retirement landscape has shifted over the past generation. Pensions are fewer, Social Security is more uncertain and savings is now a primary source of retirement income. Retirement plans, such as 401k plans offer many benefits, but they can pose challenges for high income earners with limitations on how much they can contribute and distributions that are generally taxable when taken.A solution? Cash Balance Pension plans, or supplemental retirement plans such as using cash-value life insurance that offers an asset, income and tax diversification with no funding limits, which can make it an ideal complement to existing retirement plans.Please contact me to discuss and to receive further information.Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Byron Whatley, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative. Byron Whatley is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Byron Whatley's Current Company Details
Principal Financial Group

Principal Financial Group

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Registered Representative Principal Securities Registered Representative Helping you prepare for the retirement phase
Byron Whatley Work Experience Details
  • Principal Financial Group
    Financial Services Representative And Principal Securities Registered Representative
    Principal Financial Group Sep 2012 - Present
    Charlotte, North Carolina Area
    Putting together a plan to help meet your financial objective doesn't have to be a chore. I can help you discover how to take greater control of your financial future, and develop personal and business strategies to help achieve your goals; whatever they may be.You are a planner-but is your business' financial future on course? A review of your goals and finances can help to make sure you are on track. We can help with that; providing a comprehensive financial picture, and suggesting customized solutions designed to address the gaps.Principal Life Financial Representative: Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co. and the companies available through the Preferred Product Network, Inc. Principal National, Principal Life and the Preferred Product Network are members of Principal Financial Group, Des Moines IA 50392 Byron Whatley, Principal National and Principal Life Financial Representative.
  • Metlife Securities
    Financial Services Representative, Registered Representative
    Metlife Securities Dec 2010 - Sep 2012
    .
  • Perimeter Esecurity
    Account Manager
    Perimeter Esecurity Nov 2007 - Jul 2010
    •Entrusted to grow business by selling and marketing security SaaS software products and services within financial services client accounts, developed strategies and marketing presentations to connect with CIO and other top C-level executives and upper management contacts•Helped mentor sales professionals within account management team•Exceeded quarterly and yearly quota contributing to performance that surpassed Upper Management & Individual sales goals •Finished Top 5 Sales Performer within all sales divisions of Perimeter
  • Igxglobal
    Sales Professional
    Igxglobal Apr 2006 - Dec 2007
    igxglobal provides solutions that help our clients to develop, deploy and sustain an effective long term network and information security practice. We deliver on these solutions by providing our clients with the Intelligence required to make informed decisions, the Products that provide insight and enforcement and the Operations to sustain that desired state of predictability.These solutions are systematically delivered in our core competencies of:Threat Mitigation Services. Security Products. Professional Services. Security Operations Services. It is through our offerings that we address the complex problems and security challenges that our clients are struggling with. Whether your needs warrant pre or post intelligence, or the operation is handled by your resources or ours, igxglobal has the experience, expertise and knowledge to reduce your risk and simplify your approach in order to achieve predictability with security.

Byron Whatley Skills

Disability Insurance Wealth Accumulation Life Insurance Deferred Compensation Training Asset Allocation Mutual Funds Insurance Buy Sell Agreements Key Person Insurance Income Protection Business Overhead Expense Universal Life Insurance Deferred Compensation Plans Iras Pension Plans Annuities Series 6. 63 403 . Sep And Simple Iras Financial Needs Analysis Supplemental Retirement Income Disability Income Insurance Business Continuation Strategies Retirement Planning Leadership

Byron Whatley Education Details

Frequently Asked Questions about Byron Whatley

What company does Byron Whatley work for?

Byron Whatley works for Principal Financial Group

What is Byron Whatley's role at the current company?

Byron Whatley's current role is Registered Representative Principal Securities Registered Representative Helping you prepare for the retirement phase.

What is Byron Whatley's email address?

Byron Whatley's email address is bw****@****ife.com

What is Byron Whatley's direct phone number?

Byron Whatley's direct phone number is +170436*****

What schools did Byron Whatley attend?

Byron Whatley attended University Of Georgia, Mays High School.

What skills is Byron Whatley known for?

Byron Whatley has skills like Disability Insurance, Wealth Accumulation, Life Insurance, Deferred Compensation, Training, Asset Allocation, Mutual Funds, Insurance, Buy Sell Agreements, Key Person Insurance, Income Protection, Business Overhead Expense.

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