Mai B Luc is a eficient expert, who works in Edward Jones main office of which is in 104. on the position of Product Specialist since 2017. Mai gained professional experience in more than seven positions at various companies. Mai B Luc went to the Arizona State University and was studying there to 2006. This expert has the following qualifications: Certified Financial Planner (Tm), Cfp Board, and Registered Representative of the Leaders Group, Member Finra/Sipc. Scottsdale, Arizona is the city, where the professional was known to be located. This expert's email address and phone number can be easily accessed through this website by request.
Name variants:
Mai Luc
Last updated Jun 04, 2024
Contact Information
Last Update
Jun 30, 2022
Email
ma**@edwardjones.com, ma**@hotmail.com
Location
Scottsdale, AZ
Company
Edward Jones
Workplace
Product Specialist
Work History
Annuity Field Supervision Director
12555 Manchester Rd St, Louis, MO
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach...
Apr 1, 2016 — Aug 2017
Annuity Director
20645 north Pima Rd SUITE 150, Scottsdale, AZ 85255
Responsible for the daily operations of the annuity department. Duties include advanced case design, case management, product education, problem resolution, marketing, and creating the ultim...
Sep 1, 2012 — Feb 2016
Annuity Retention Specialist
Responsible for retention of assets for Western & Central regions
Conserve an average of $1.2 Million/month year over year, maintaining a 25% retention rate
Support External Wholesalers i...
2000 — 2005
Education
1995 — 1999
1991 — 1995
Occupations
Marketer
Product Specialist
Accountant
Finance and Accounting Specialist
Marketing Manager
Accounting Bookkeeper
Bookkeeper
Skills
Insurance
Fixed Annuities
Life Insurance
Marketing
Iras
Securities
Financial Planning
401K
Term Life Insurance
Wealth Management
Financial Services
Disability Insurance
Strategic Financial Planning
Long Term Care
Retirement Planning
401 Retirement Savings Plans
Financial Planners
Retirement
FAQs about Mai B Luc
What's the main profession of Mai B Luc?
The expert is a Wealth Strategist.
What jobs is Mai proficient at at?
Mai is a professional such jobs as Marketer and Product Specialist.
Where does Mai B Luc live?
Scottsdale, Arizona is the place where Mai B Luc currently lives
Does Mai have the email address?
ma**@edwardjones.com and ma**@hotmail.com is The expert's email address.
How many companies did Mai B Luc work at?
Mai B Luc worked at seven jobs.
Where has Mai B Luc studied?
Mai studied at the Arizona State University to 2006.
Are there any professional certifications, that Mai B Luc has?
This professional received the following certifications: Certified Financial Planner (Tm), Cfp Board, and Registered Representative of the Leaders Group, Member Finra/Sipc.
What languages does Mai B Luc speak?
Mai B Luc speaks English.