Daniel Meyers

San Diego Agency Manager and Registered Principal at Western & Southern Life

Financial Adviser at W&s Brokerage Services, Inc. in San Diego, CA

About

Responsible for recruiting registered representatives, financial representatives and staff managers for the greater San Diego County. Other responsibilities include agency training, management development, employee and client retention, networking and brand equity in the community, performance management, home office communication, and management succession planning.

Address
2815 Camino Del Rio S Suite 280 in San Diego, CA 92108
Info
Year started: 2009

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Specialties

  • Annuities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Tax Advantaged Investments

Credentials

Licenses

Series 63
Series 6
Series 26
Life, Accident, and Health
License # 0I14741

Associations

NAIFA
GAMA

Accomplishments

Background

Experience

District Manager/Intern
Registered Representative
Personally Producing Staff Manager
Staff Manager & Registered Representative
Field Management Consultant
San Diego Agency Manager and Registered Principal

Education

Purdue University - Krannert School of Management
The American College