Jack Cate work email
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Jack Cate personal email
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For over 40 years I have assisted clients in working toward growing their wealth, increasing their income, and, most importantly, employing risk management techniques to help preserve their capital. I work with individuals, families, and small business owners on a personal level. Each client is a separate relationship based on trust, experience, and commitment to achieving financial goals. I use tactical asset allocation strategies paired with fundamental research to stay invested in upward trends within markets and asset classes. I have the Accredited Asset Management Specialist (AAMS®) designation. Opinions and comments expressed by LinkedIn members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile nor their firm.
Smeac Financialllc
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National Marine Corps Business Network (501)(C)(3)Smeac Financialllc Aug 2020 - PresentNashville, Tennessee, United StatesPortfolio Management and Financial PlanningOver 40 years as Financial Advisor
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Registered Investment AdvisorSmeac Financial Llc Aug 2020 - Apr 2021Nolensville, Tennessee, United States
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Financial AdvisorWells Fargo Advisors Apr 1996 - Aug 2020Advise clients regarding investing to help achieve financial goals.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE. -
Financial AdvisorWachovia Securities Financial Network Apr 1996 - Apr 2009
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Financial ConsultantMerrilllynch Jun 1980 - Apr 1996
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OfficerUnited States Marine Corps Aug 1968 - Jun 1980
Jack Cate Skills
Jack Cate Education Details
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Knox CollegeHistory
Frequently Asked Questions about Jack Cate
What company does Jack Cate work for?
Jack Cate works for Smeac Financialllc
What is Jack Cate's role at the current company?
Jack Cate's current role is Registered Investment Advisor at SMEAC Financial llc.
What is Jack Cate's email address?
Jack Cate's email address is ja****@****ors.com
What is Jack Cate's direct phone number?
Jack Cate's direct phone number is +131487*****
What schools did Jack Cate attend?
Jack Cate attended Knox College.
What skills is Jack Cate known for?
Jack Cate has skills like Investments, Finance, Retirement Planning, Risk Management, Asset Allocation, Securities, Public Speaking, Tactical Asset Allocation, Business Owner Planning, Wealth Preservation Planning, Tax Efficient Planning, Insurance.
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