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Degrees
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ABA Series 7 prep
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My Expert Service
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Over 20 yrs of experience in the Retirerment Plans industry, IRA's Roth's Seps, & 401K's I have encountered all types of problems and have resolved most. No Investment Advice is given, that requires a licensed professional, my background is general knowledge. Problem resolution, and how to is my area of expertise.
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Experience & Qualifications
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20+ yrs of experience in the Brokerage industry administering all types of retirement accounts. Customer Service functions
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Available Modes Of Communication
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email/chat
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Contact
Dan Taylor
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