Ryan Walls, Se-Awma™ Email and Phone Number
Ryan Walls, Se-Awma™ work email
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Ryan Walls, Se-Awma™ personal email
Ryan Walls, Se-Awma™ phone numbers
I provide comprehensive technical support to our financial planning practice, integrating and leveraging multiple planning and investment technology tools to support the planning process. Some of my responsibilities include developing relationships with product wholesalers, performing investment/ insurance research and analysis, developing investment models and assets allocation strategies, preparing portfolio review reports and materials, and providing technical support in the creation of investment plans, retirement plans, and risk management.
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Financial PlannerShorelight Wealth Group Oct 2021 - PresentRyan Walls (CA Insurance License# 4050689) is a registered representative with Shorelight Wealth Group, formerly Lincoln Financial Advisors, is a financial advisory firm specializing in supporting healthcare workers, government employees, educators, not-for-profit workers, firefighters, and other community-minded heroes prepare for retirement. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Securities offered in CA, NV, VA, PA; Insurance offered in CA. CRN-5463771-021323 -
Financial Professional Trainee For Peter M. Falk At Lincoln Financial AdvisorsLincoln Financial Advisors Dec 2019 - Oct 2021
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Finance And Budget AdvisorInnovative Therapy 4 Kids Apr 2017 - Nov 2019Carlsbad, California, Us -
Administrative AssistantInnovative Therapy 4 Kids Jun 2012 - Apr 2017Carlsbad, California, Us -
Professional Rugby PlayerSan Diego Legion Mar 2018 - Jul 2019San Diego, California, Us -
Financial LiasonAssociated Students Of Palomar College Sep 2014 - May 2015San Marcos, California, Us
Ryan Walls, Se-Awma™ Skills
Ryan Walls, Se-Awma™ Education Details
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San Diego State UniversityGeneral -
Palomar College
Frequently Asked Questions about Ryan Walls, Se-Awma™
What company does Ryan Walls, Se-Awma™ work for?
Ryan Walls, Se-Awma™ works for Shorelight Wealth Group
What is Ryan Walls, Se-Awma™'s role at the current company?
Ryan Walls, Se-Awma™'s current role is Financial Planner at Shorelight Wealth Group.
What is Ryan Walls, Se-Awma™'s email address?
Ryan Walls, Se-Awma™'s email address is ry****@****t4k.com
What is Ryan Walls, Se-Awma™'s direct phone number?
Ryan Walls, Se-Awma™'s direct phone number is +176059*****
What schools did Ryan Walls, Se-Awma™ attend?
Ryan Walls, Se-Awma™ attended San Diego State University, Palomar College.
What skills is Ryan Walls, Se-Awma™ known for?
Ryan Walls, Se-Awma™ has skills like Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Powerpoint, Public Speaking, Research, Project Management, Leadership, Time Management, Social Media.
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