jim mellon
wealth advisor at canter wealth
Gather verified email addresses & phone numbers directly from LinkedIn
Wealth Advisor
About
Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
Tampa, Florida, United States
HQ Location
omaha, nebraska, united states
Industry
Financial Services
Designation
Wealth Advisor
Birthday
January 13
HQ Location
omaha, nebraska, united states
Industry
financial services
Employees
14
Founded
2018
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4
2
1y 7m
6y 6m
Number of Companies Worked For
Number of Job Titles
Average Duration at a Single Company
Years of Professional Experience
wealth advisor at canter wealth
wealth advisor at frontier wealth management
wealth advisor at capital planning wealth management
wealth advisor at summit financial advisors
Andrew Rojas is currently employed at Lifetime retirement partners. Andrew is an experienced professional working at Lifetime Retirement Partners as the Wealth Advisor. Andrews phone number is (***) ***-*** and email is ****@****.com to get more information install Sales fuel extension.
Andrew Rojas is currently employed at Lifetime retirement partners.
At present, Andrew Rojas is serving as the Wealth Advisor.
The professional email used by Andrew Rojas is ****@****.com.
Andrew Rojas's professional contact number is (***) ***-***.
Sales, Life & Health Insurance Licenses, Financial Planning, Annuity Sales, Series 65, Wealth Management, Leadership, Customer Service, Teamwork, Communication, Networking are some of the skills that Andrew Rojas has.
Jim Mellon, Aga Kutyna, Jonathan Carpenter, Matt Scherer, Cfpâ Tyler swanson are some of the other counterparts holding the similar designation in other organizations like Andrew Rojas.
Andrew Rojas has worked for lifetime retirement partners, scottsdale wealth advisory, llc., futurity first, lifetime retirement partners, mutual of omaha, lifetime retirement partners, scottsdale wealth advisory, llc., futurity first, lifetime retirement partners, mutual of omahafalse so far.
According to the Lifetime retirement partners Summary, Securities and Investment Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience..
The company is headquartered at Omaha, Nebraska, United states.
Andrew Rojas is Wealth Advisor at Lifetime retirement partners.
Andrew Rojas is currently residing in Tampa, Florida, United States.
Andrew Rojas holds a Bachelor's degree at University of Nebraska-Lincoln followed by a Bachelor's degree at University of Nebraska-Lincoln.
Andrew Rojas is currently working with the Financial Services industry.
Nearly 14 is the total headcount of the company.
No colleagues found