Kevin T Mealia

5 Brookside Rd, Ocean Pines, MD 21811

Financial Services

M3 Financial
Regional Vice President
Prudential Financial Jan 2005 - Feb 2019
Regional Vice President, Advisor Channel at Prudential Annuities
New York Life Insurance Company Dec 2002 - Dec 2004
Financial Planner
Prudential Financial Apr 2000 - Dec 2002
Relationship Manager

Southern Connecticut State University 1992
Southern Connecticut State University 1989 - 1991
Bachelors, Bachelor of Science, Political Science St. Joseph's High School 1987
Keene State College

Series 63
Series 6
Mutual Funds
Variable Annuities
Retirement Planning
Series 7
Financial Services
Insurance
Retirement
Alternative Investments
Investments
401K
Iras
Series 24
Fixed Annuities
Finra
Wealth Management
Asset Allocation
Relationship Management
Securities
Financial Planning
Term Life Insurance
Disability Insurance
Separately Managed Accounts
Series 65
Strategic Financial Planning
Trading
Securities Regulation
401 Retirement Savings Plans
Sales
Business Development
Asset Management
Marketing
Management
Finance
Life Insurance
Risk Management
Financial Advisory
Leadership
Customer Service
Investment Strategies
Portfolio Management
Negotiation
Teamwork
Skilled Multi Tasker
Investment Management
Strategic Planning
Equities
Annuity Sales
Wealth Management Services

Berlin, MD

E-Learning