Name variants:
Level Gaddis
Last updated Jun 02, 2024
Contact Information
Workplace
Colleagues
Work History
Agency Owner
1 Horace Mann Plz, Springfield, IL
As an Agency Owner at Horace Mann, I have the unique privilege or specializing in providing financial services to the educator market. While we work with individuals in all professions, at T...
from Sep 2017
Financial Planner
1295 State Street Ter, Springfield, MA 01109
Jan 2016 — Sep 2017
Senior Partner
2106 Celanese Rd, Rock Hill, SC 29732
The Baris Benefits Group offers a full suite of benefits for you to offer your employees. We specialize in both employer and employee paid benefits. The Baris Benefits Group allows for a sim...
from Nov 2016
Personal Financial Representative
2920 south 84Th St, Lincoln, NE 68532
Jun 2012 — Jan 2016
Host of Money Train
A weekly, hourly talk radio show about all things financial. We dissect the news of the day, speak with experts, authors, bloggers, and any others. Aired every Wednesday at 9am on WIOX 91.3 ...
Oct 2010 — Feb 2012
Department Manager - Trust Officer and Financial Consultant
I was duly employed as a Trust Officer and Financial Consultant. While employed here I created a full services Financial Services program that serviced the six branches of this bank. During...
Sep 2008 — Dec 2011
Associate Financial Advisor
3500 Packerland Dr, De Pere, WI 54115
Financial Adviser responsible for sales and business development. Responsible for all client appreciation and marketing events. Co-managed over $55 million in assets and responsible for all ...
Jun 2003 — Sep 2008
Student Intern
During my Senior year of college I took the opportunity to complete a student internship with UBS Manhattan, NY. During this time I served as an assistant to the Financial Adviser. Responsib...
Jan 2006 — Feb 2006
Education
2004 — 2006
Occupations
Executive
Owner
Accountant
Finance and Accounting Specialist
Professor
Educator
Financial Broker
Financial Planner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Education Professional
Instructor
Financial Management Analyst
Financial Services Sales Agent
Skills
Investments
Estate Planning
Retirement Planning
Small Business
Financial Services
Wealth Management
Retirement
Finance
Personal Finance
Wealth
Series 7
Fixed Annuities
Financial Advisory
Mutual Funds
Iras
High Net Worth Individuals
Start Ups
Portfolio Management
Management
Financial Planning
Wealth Accumulation
Investment Strategies
401K
Asset Allocation
Insurance
Asset Management
Life Insurance
Securities
Alternative Investments
Risk Management
Disability Insurance
Building Business Systems
Program Management
Long Term Care
Uniform Combined State Law
Investment Management
401K Rollovers
Pensions
Etfs
Roth Ira
Bank Investment Programs
Series 66
FAQs about Level Funded Chris J. Gaddis
What's the main profession of Level Funded Chris J. Gaddis?
Level is a Agency Owner.
What jobs is Level a professional at?
The expert is a professional such jobs as Executive and Owner.
Where is Level Funded Chris J. Gaddis currently located?
Level is located in Charlotte, North Carolina.
Where did Level Funded Chris J. Gaddis work?
The expert worked at Horace Mann, Massmutual Financial Group.
What education does Level Funded Chris J. Gaddis have?
Level studied at the State University of New York Empire State College from 2007 to 2010.
Are there any certifications Level Funded Chris J. Gaddis has?
The professional received the following certifications: Aba National Trust School Graduate, Finra Series 7 - Licensed In Ny, Sc & Nc, and Finra Series 66 - Licensed In Ny, Sc & Nc.
Are there any special industries, that Level Funded Chris J. Gaddis works in?
This professional works in Financial Services industry.
Are there any skills, that Level Funded Chris J. Gaddis has?
Level Funded Chris J. Gaddis has skills in the following areas: Investments, Estate Planning, Retirement Planning, Small Business, Financial Services, Wealth Management, Retirement, Finance, Personal Finance, and Wealth.