Calli Shafer
Wealth Advisor at Lawrence Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
United States, US
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Credentials
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Insurance Producer
State of UtahDec, 2022- Oct, 2024 -
Series 66
NASAAOct, 2022- Oct, 2024 -
Series 7
FINRASep, 2022- Oct, 2024 -
Securities Industry Essentials (SIE)
FINRAJul, 2022- Oct, 2024
Experience
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Lawrence Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Jun 2022 - Present
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Boeing
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United States
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Aviation and Aerospace Component Manufacturing
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1 - 100 Employee
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Boeing Scholars Program
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Jan 2021 - May 2022
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Ruffalo Noel Levitz
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United States
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Higher Education
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700 & Above Employee
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Fundraiser
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Aug 2020 - Aug 2021
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National Panhellenic Conference Inc.
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United States
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Higher Education
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100 - 200 Employee
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Recrutiment Counselor
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Jan 2020 - Jan 2021
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(USTA) United States Tennis Association
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United States
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Spectator Sports
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700 & Above Employee
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Tennis Athlete
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Aug 2007 - Aug 2018
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Education
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2018 - 2022
Washington State University
Bachelor of Business Administration - BBA, Finance and Marketing
Community
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