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Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ is listed as Enrolled Agent | Chartered Life Underwriter® | Chartered Financial Consultant® | Certified Exit Planner™ at Remnant Wealth, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™.
Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ previously worked as Chief Compliance Officer at Remnant Wealth and Associate Agent at Timothy E. Halkos- Nationwide Insurance. Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ holds Chartered Financial Analyst (Cfa®), International Finance from Cfa Institute.
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My personal aim is continuous improvement, and my motto is no amount of effort is adequate until proven effective.
Listed skills include Estate Planning, Financial Advisory, Whole Life Insurance, Pensions, and 27 others.
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Washington, District Of Columbia, United States
Chief Compliance Officers of Investment Advisers (CCOs) play an important and crucial role in fostering integrity in the securities industry. They are responsible for making sure that their firms comply with the rules that apply to their operations. As part of that effort, CCOs typically work with senior corporate leadership to instill a culture of.
Laurel, MD
Providing auto insurance policies you can count on from Nationwide.Protecting your house and personal property by choosing the right coverage from Nationwide.Helping you select life insurance coverage that meets your needs, your life and your budget.Covering your business with commercial insurance from Nationwide.~Licensed in Maryland, Virginia.
California, United States
Turbo Tax Live AYG - Seasonal Tax Expert (Enrolled Agent) [Tier 1 - Top 2.5% of tax preparers at Intuit]
California, United States
Turbo Tax Live- Seasonal Tax Expert [EA] (February 21-May 21) [Top 2.5% of tax preparers at Intuit]Multi-domain Expert - SelectTime TTL, Audit support, SBSEG (payroll), QBO/D (Aug-Dec '21)Mint Live Financial Expert (January 22)Mint Coach - Non-Standard Deliverable Leader (February 22)TurboTax Live - MDE-Lead Support for SBSEG, MDE Mobility, QuickBooks.
California, United States
Mint Live/Coach Pilot Mint Live Financial Expert (January 22)Mint Coach - Non-Standard Deliverable Leader (February 22)TurboTax Live - MDE-Lead Support for SBSEG, MDE Mobility, QuickBooks Live, Experts (TY21 Peak 2) focused on preflights, tools troubleshooting, and product support.Mint Financial Coach (February 22 - June 22)
Troy, Michigan, United States
AHIP Certified for 2020 & 2021 plans. Certified relationships with Aetna, United Healthcare, Humana, Anthem, and Wellcare (formally Centene & subsidiaries). Lead Team and State in Sales during 2020 AEP.
Maryland
Hires and Manages career contractors for an AA Rated Insurance Company with $30 Billion of Assets under management and directly provides training related to a broad range of superior insurance products.
Washington D.C. Metro Area
Helping you solve the toughest retirement challenges.We are committed to breaking down and simplifying the toughest retirement topics, like Social Security, health care, long-term care and income planning. We support you and your family with strategies and planning tools to help you retire successfully. With a wide variety of products and services to help.
Greater New York City Area
Achieving Financial SuccessWhether it’s building a long-term investment strategy for retirement, saving for college, or capital preservation, at Park Avenue Securities, we provide financial advisors with the products and tools to help you step forward to take charge of your financial future and achieve financial success.
Motto: Enriching the lives of people we touch.The Guardian Life Insurance Company of America is one of the largest mutual life insurance companies in the United States. Based in New York, New York, it has approximately 8,000 employees in the United States and a network of over 3,000 financial representatives in more than 70 agencies nationwide. It.
Bethesda, Maryland
UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT. How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008.
9601 Swallow Point Way, Lower Level, Gaithersburg, MD 20879-1776
Provided counsel from a Macro-Economic perspective to Individuals, Families, and Businesses in matters pertaining to Investments, Insurance, Real Estate, and Mortgage options, as well as business planning and taxes.
Falls Church, VA
Performed acts as an intermediary between sellers, buyers, agents, brokers, appraisers, home inspectors, underwriters, mortgage brokers, and title attorneys in an effort to consummate real estate contracts.
Bethesda, Maryland
Tailored loans for primary home Purchases, Refinances, Construction, Home Improvement and Home Equity as well as offering solutions for Investment Properties, Debt Consolidation, Stated Income and Damaged Credit Loans.
North Potomac, Maryland
Managed a real estate team, trained and mentored agents who attempts to find sellers who wish to sell and buyers who wish to buy in an effort to close transactions for real property.
7220 Wisconsin Avenue, Suite 305
Provided insurance, investment, estate planning, charitable giving, and business planning solutions.
Activities and Societies: I enrolled in the CFA program to obtain the highest set of credentials in the global investment management.
Activities and Societies: In-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall.
Activities and Societies: Candidates for the ChFC® designation must complete a minimum of eight college-level courses and 18 hours of.
Quick answers generated from the profile data available on this page.
Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ works for Remnant Wealth.
Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ is listed as Enrolled Agent | Chartered Life Underwriter® | Chartered Financial Consultant® | Certified Exit Planner™ at Remnant Wealth.
Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ is based in Washington DC-Baltimore Area, United States, United States while working with Remnant Wealth.
Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ has worked for Remnant Wealth, Timothy E. Halkos- Nationwide Insurance, Intuit, Assurance Iq, and Ohio National Financial Services.
You can use AeroLeads to view verified contact signals for Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ at Remnant Wealth, including work email, phone, and LinkedIn data when available.
Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ holds Chartered Financial Analyst (Cfa®), International Finance from Cfa Institute.
Wesley K. Brown, Ea, Clu®, Chfc®, Cexp™ is listed with skills including Estate Planning, Financial Advisory, Whole Life Insurance, Pensions, Insurance, Retirement Planning, Sales, and Financial Planning.
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