Justin M Garofalo

9330 Prairie Meadows Dr, Roanoke, IN 46783

Financial Services

Principal Financial Group Apr 2019 - Jul 2019
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Principal Financial Group Apr 2019 - Jul 2019
Associate Managing Director
Mutual of Omaha Jul 2018 - Apr 2019
Sales Director and Financial Advisor
Register Financial Associates Jun 2017 - Jul 2018
Vp, Wealth Management Advisor
Merrill Lynch Jul 2014 - Jun 2017
Financial Advisor

The University of Memphis 2008 - 2010
Master of Business Administration, Master of Science, Masters, Business Administration, Management, Business Administration and Management, Finance Auburn University 2003 - 2007
Bachelors, Bachelor of Science, International Finance, International Business, Finance Marist School 1998 - 2003

Asset Allocation Analysis
Wealth Accumulation
Retirement Planning
Estate Planning Strategies
Financial Needs Analysis
403 Sep and Simple
Brokerage Accounts
Charitable Giving
College Funding
Estate Conservation
Iras
Key Person Insurance
Retirement Account Reviews
Income
Supplamental Retirement
Business Continuation
Buy Sell Agreements
Buy Sell Review
529 Plans
Executive Benefits Strategies
Executive Bonus Plans
Pension Plans
Strategies
Relationship Building
Networking
Financial Planning
Investment Advisory
Client Education
Client Relationships Strengthening
Client Services
Relationship Development
Financial Services
Technical Analysis
Proprietary Trading
Business Development
Client Aquisition
Stock Market Analysis
Customer Service
Customer Relationship Management
Customer Experience
Strategic Planning
Strategy
Financial Analysis
Leadership
Financial Modeling
Business Strategy
Finance
Analytical Skills
Corporate Finance
Social Media
Time Management
Marketing Strategy
Social Media Marketing
Social Media Communications
Finra

Golfing
New Technologies
Sports
Entertainment Industry
Golf
Fishing
Health
Outdoors
Environment
Education
Any Place With A Beach
Human Rights
Nfl (Atlanta Falcons)
Nhl (Philadelphia Flyers)
College Football (Auburn)
Mlb (Atlanta Braves)
Poverty Alleviation
Wine
Deep Sea Fishing
Investment Banking
Investing
Economic Empowerment
Traveling
Tailgating
Animal Welfare
Craft Beer
Financial Markets

English

Series 7
Series 66
Series 24
Series 51