Industry:
Financial Services
Work:
Jim Germer Financial Corporation
Financial Advisor and Wealth Manager
Jim Germer Financial Corporation
Certified Public Accountant
Education:
Florida State University 1979 - 1981
Bachelors, Bachelor of Science
State College of Florida - Manatee - Sarasota 1977 - 1979
Associates, Associate of Arts
Skills:
401K
Retirement
Estate Tax Planning
Investments
Mutual Funds
Iras
Financial Advisory
Insurance
Asset Management
Tax
Securities
Tax Preparation
Retirement Planning
Small Business
Wealth Management
Financial Services
Portfolio Management
Variable Annuities
Finance
Personal Finance
Investment Advisory Services
High Net Worth Individuals
Qualified Retirement Plans
401K Rollovers
Fixed Annuities
Life Insurance
Wealth Management Services
Wealth
Fixed Income Portfolio Management
Long Term Care Insurance
Simple Ira
Personal Income Tax Returns
Business Tax Planning
Income Tax
Term Life Insurance
Social Security
Managed Money
Fixed Income Strategies
Social Security Planning
Small Business Tax
Estate Preservation
Wealth Accumulation Strategies
Irrevocable Life Insurance Trusts
Certifications:
Series 7 - General Securities Representative
Series 65 - Investment Advisor Representative
Finra
