Jeffrey W. Day
Financial Advisor
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 FL, NC, CA, CO and WI and securities in NC, TX, WI, OR, MD, SC, SD, VA, WY.
• Registered Representative of MML Investors Services, LLC 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