Theodore Quillen, Cfp®

Theodore Quillen, Cfp® Email and Phone Number

SVP, Director of Wealth Investments, AIF®, CFP® Professional and Financial Advisor at WSFS Wealth Investments @ WSFS Bank
wilmington, delaware, united states
Theodore Quillen, Cfp®'s Location
Wilmington, Delaware, United States, United States
Theodore Quillen, Cfp®'s Contact Details

Theodore Quillen, Cfp® work email

Theodore Quillen, Cfp® personal email

Theodore Quillen, Cfp® phone numbers

About Theodore Quillen, Cfp®

Theodore Quillen, Cfp® is a SVP, Director of Wealth Investments, AIF®, CFP® Professional and Financial Advisor at WSFS Wealth Investments at WSFS Bank. He possess expertise in responsibility, consultative selling, .net, banking, schools and 48 more skills.

Theodore Quillen, Cfp®'s Current Company Details
WSFS Bank

Wsfs Bank

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SVP, Director of Wealth Investments, AIF®, CFP® Professional and Financial Advisor at WSFS Wealth Investments
wilmington, delaware, united states
Website:
wsfsbank.com
Employees:
1261
Theodore Quillen, Cfp® Work Experience Details
  • Wsfs Bank
    Director Of Wealth Investments
    Wsfs Bank Jan 2017 - Present
  • Wsfs Wealth Investments
    Financial Advisor
    Wsfs Wealth Investments Oct 2009 - Present
    Greater Philadelphia Area
    The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA.org/SIPC.org, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed Insurance products and services are offered through CES Insurance Agency.INVESTMENTS ARE NOT INSURED BY THE FDIC AND ARE NOT DEPOSITS OR OTHER OBLIGATIONS OF, OR GUARANTEED BY, ANY DEPOSITORY INSTITUTION. FUNDS ARE SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL INVESTMENT.This communication is strictly intended for individuals residing in the states of AZ, CA, DE, FL, MD, MI, NC, NJ, NY, OH, PA, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.5803 Kennett Pike, Suite DWilmington, DE 19807www.wsfsinvestments.comPlease review our Terms of Use here: www.commonwealth.com/termsofuse.html
  • Wsfs Bank
    Market Sales Manager
    Wsfs Bank Jul 2013 - Jan 2017
  • E*Trade Financial
    Relationship Manager
    E*Trade Financial May 2006 - Dec 2007
    Greater New York City Area
  • T. Rowe Price
    Investment Specialist
    T. Rowe Price Feb 2004 - May 2006
    Baltimore, Maryland Area

Theodore Quillen, Cfp® Skills

Responsibility Consultative Selling .net Banking Schools Market Quarter Nasd Parent Involvement Retail Retirement Planning Sales Guidance Brokerage Teaching Customer Retention Students Milling New York Sociology Client Services Communication Business Services State Of New York Investments Mentoring Business Development Finance Variable Annuities Baltimore County Convert Sales Leads 403 B Sep Ira Piloting Qualify Third Party Florida Software Lifecycle Small Business Management House Delta Trading Science Calls Retirement Series 7 Written Pricing Transactional Simple

Frequently Asked Questions about Theodore Quillen, Cfp®

What company does Theodore Quillen, Cfp® work for?

Theodore Quillen, Cfp® works for Wsfs Bank

What is Theodore Quillen, Cfp®'s role at the current company?

Theodore Quillen, Cfp®'s current role is SVP, Director of Wealth Investments, AIF®, CFP® Professional and Financial Advisor at WSFS Wealth Investments.

What is Theodore Quillen, Cfp®'s email address?

Theodore Quillen, Cfp®'s email address is tq****@****ail.com

What is Theodore Quillen, Cfp®'s direct phone number?

Theodore Quillen, Cfp®'s direct phone number is +130228*****

What skills is Theodore Quillen, Cfp® known for?

Theodore Quillen, Cfp® has skills like Responsibility, Consultative Selling, .net, Banking, Schools, Market, Quarter, Nasd, Parent Involvement, Retail, Retirement Planning, Sales.

Who are Theodore Quillen, Cfp®'s colleagues?

Theodore Quillen, Cfp®'s colleagues are Sekeena Howard, Judi Judith Haughton, Maddison Steen, Rosemary Quintiliana, Frank Moultrie Jr., Betty Hetzler, Alicia Thomas.

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