Jeffrey W. Day

Jeffrey W. Day

Financial Services Representative

Phone: (414) 615-4901
Fax: (414) 615-4860
E-mail:
 

BUSINESS PHILOSOPHY

Protecting Today.. Building for Tomorrow  is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet and exceed my client's established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

•  Over 40 years of experience in the Financial Services Industry

•  Licensed to sell Life Insurance in CA, FL, IL, NC, OR, TX and WI and securities in CA, IL, MO, NC, TX, WI, OR, MD

•  Registered Representative of MMLIS with Series 7 and 63 securities registrations.

•  Chartered Life Underwriter (CLU®) designation

•  Chartered Financial Consultant (ChFC®) designation

•  Million Dollar Round Table Lifetime Qualifier

 

PERSONAL

•  Married to wife, Mary, with two children, Brooke (husband Brian and grandsons Brayden & Cameron) and Ryan (wife Jess).

 

ORGANIZATIONS

•  Member and Past President of the Milwaukee Association of Insurance and Financial Advisors

•  Member, Freemasons Lodge #363

 

CA License # 0752869
 

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck