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Hello, I have been a licensed Financial Advisor for more than 20 years and have extensive experience in financial services. My licenses include Life Insurance, Series 6, 63, and 26, and I am licensed... read more
"As someone in their late 20s, I realized the importance of organizing my finances and promptly searched for a "Financial Coach" on CrackerJack where I found Sharon. Within 24 hours, Sharon promptly re... read more"
Reviewed by Nicholas A.
A financial service agent is someone who helps you manage your finances and investments. They can help you save for retirement, invest in stocks and bonds, and manage your overall portfolio. They work with various financial institutions, including banks, brokerages, and mutual funds companies, to provide you with the best possible advice on your money.
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