Patty Sacco Krueger, Fpqp® Email and Phone Number
Patty Sacco Krueger, Fpqp® work email
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Patty Sacco Krueger, Fpqp® personal email
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Patty Sacco Krueger, Fpqp® phone numbers
Patty Sacco Krueger, Fpqp® is a Silverleaf Wealth Management at Silverleaf Wealth Management. She possess expertise in securities, investments, series 7, wealth management, insurance and 17 more skills.
Silverleaf Wealth Management
View- Website:
- silverleafwealth.com
- Employees:
- 10
-
Client Services Assistant, Fpqp®Silverleaf Wealth Management Apr 2015 - PresentAt Silverleaf Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: •Investing principles and strategies•Retirement investing and distribution strategies•Estate conservation issues•Risk management analysisWe also can answer your questions, including: •Can I retire early?•Are my investments working hard enough?•What’s a good approach for college savings?•What are the elements of a sound estate strategy?•Do I have enough life insurance for my family?Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact info section above. Advisory services offered through Gladstone Institutional Advisory, a registered investment advisor. Silverleaf Wealth Management and Gladstone Institutional Advisory are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business please visit www.silverleafwealth.com. -
Senior Registered AssociateD.A. Davidson & Co. Feb 2007 - Apr 2015 -
Sr. Registered AssociateSmith Hayes Financial Services Oct 1997 - Feb 2007Smith Hayes, formerly Kirkpatrick Pettis Smith and Polian. -
Financial ConsultantSmith Barney May 1995 - Oct 1997 -
Telemarketing SpecialistAmeritrade Holding Corporation Oct 1992 - Apr 1995When I started at Ameritrade it was known as Fisrt National Brokerage. I worked in quotes, new accounts, and then telemarketing. I solicited new business and assisted folks in opening their new accounts.
Patty Sacco Krueger, Fpqp® Skills
Patty Sacco Krueger, Fpqp® Education Details
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Communications
Frequently Asked Questions about Patty Sacco Krueger, Fpqp®
What company does Patty Sacco Krueger, Fpqp® work for?
Patty Sacco Krueger, Fpqp® works for Silverleaf Wealth Management
What is Patty Sacco Krueger, Fpqp®'s role at the current company?
Patty Sacco Krueger, Fpqp®'s current role is Silverleaf Wealth Management.
What is Patty Sacco Krueger, Fpqp®'s email address?
Patty Sacco Krueger, Fpqp®'s email address is ps****@****hoo.com
What is Patty Sacco Krueger, Fpqp®'s direct phone number?
Patty Sacco Krueger, Fpqp®'s direct phone number is +140230*****
What schools did Patty Sacco Krueger, Fpqp® attend?
Patty Sacco Krueger, Fpqp® attended Bellevue University.
What skills is Patty Sacco Krueger, Fpqp® known for?
Patty Sacco Krueger, Fpqp® has skills like Securities, Investments, Series 7, Wealth Management, Insurance, Retirement Planning, Series 63, Mutual Funds, People Skills, Crm, Fixed Income, New Business Development.
Who are Patty Sacco Krueger, Fpqp®'s colleagues?
Patty Sacco Krueger, Fpqp®'s colleagues are Heather Vondra, Lauren Clark, Everett Dwyer, Scott Karl, Tim Kelly, Anne Lewis, Justin Gibson.
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