Bill Pokorsky
from Milwaukee, WI
Bill Pokorsky Phones & Addresses
- Milwaukee, WI
Work
-
Company:Raymond jamesJul 2013 to Nov 2015
-
Position:Financial advisor
Education
-
School / High School:University of Wisconsin - Milwaukee1995 to 2000
Skills
Mutual Funds • Retirement Planning • Financial Advisory • Investments • Wealth Management • Series 7 • Risk Management • Strategic Financial Planning • Asset Allocation • Fixed Annuities • Retierment Income Planning • Investment Advisory Services
Ranks
-
Certificate:Chartered Retirement Planning Counsler
Industries
Financial Services
Resumes
Director, Retirement And Education Planning Services
view sourceLocation:
Milwaukee, WI
Industry:
Financial Services
Work:
Raymond James Jul 2013 - Nov 2015
Financial Advisor
Transamerica Jul 2013 - Nov 2015
Director, Retirement and Education Planning Services
Bmo Harris Bank Jun 2010 - Jun 2013
Financial Advisor
Transamerica Jul 2001 - May 2010
Regional Vice President
Financial Advisor
Transamerica Jul 2013 - Nov 2015
Director, Retirement and Education Planning Services
Bmo Harris Bank Jun 2010 - Jun 2013
Financial Advisor
Transamerica Jul 2001 - May 2010
Regional Vice President
Education:
University of Wisconsin - Milwaukee 1995 - 2000
Skills:
Mutual Funds
Retirement Planning
Financial Advisory
Investments
Wealth Management
Series 7
Risk Management
Strategic Financial Planning
Asset Allocation
Fixed Annuities
Retierment Income Planning
Investment Advisory Services
Retirement Planning
Financial Advisory
Investments
Wealth Management
Series 7
Risk Management
Strategic Financial Planning
Asset Allocation
Fixed Annuities
Retierment Income Planning
Investment Advisory Services
Certifications:
Chartered Retirement Planning Counsler
Chartered Retirement Plans Specialist
College For Financial Planing
Chartered Retirement Plans Specialist
College For Financial Planing
Bill Pokorsky
view sourceGet Report for Bill Pokorsky from Milwaukee, WI