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Jake Williamson Mba
Financial professional with expertise in financial planning and sales.
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Location
League City, Texas, United States, US
Skills
- Financial Planning
- Account Management
- Sales
- Property And Casualty Insurance
- Sales Process
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Bio
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Topline AI
Jake Williamson is a seasoned financial professional with expertise in financial planning, account management, and sales, complemented by experience in property and casualty insurance and educational leadership. He holds various certifications, including Six Sigma and FINRA Series licenses, and has a background in teaching and curriculum development.
Credentials
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Six Sigma Yellow Belt
Horace MannMay, 2020- May, 2026 -
Series 26
FINRA (Financial Industry Regulatory Authority)Jan, 2019- May, 2026 -
Series 6
Financial Industry Regulatory Authority (FINRA)Jul, 2014- May, 2026 -
Series 63
Financial Industry Regulatory Authority (FINRA)Jul, 2014- May, 2026 -
General Lines Agent - Life, Accident, Health and HMO
Texas Department of InsuranceJan, 2014- May, 2026 -
General Lines Agent Property and Casualty
Texas Department of InsuranceJan, 2014- May, 2026 -
Secondary - Social Studies Composite
Texas State Board for Educator CertificationJul, 2002- May, 2026
Leads Feature
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2021-03 - 2023-05Texas A&M International University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Finance and Insurance”
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References
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