Jeffrey Lott
Financial Advisor at Consolidated Planning, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Summerville, South Carolina, United States, US
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Experience
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Consolidated Planning, Inc.
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United States
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Financial Services
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100 - 200 Employee
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Financial Advisor
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Jun 2016 - Present
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MetLife
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United States
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Insurance
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700 & Above Employee
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Financial Advisor
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Sep 2014 - May 2016
Charleston, South Carolina Area Investments, Life Insurance, Disability and Business planning.
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jan 2008 - Jun 2014
Charleston, South Carolina Area Investments and life insurance, and long term care.
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Regional Capital Equipment Specialist
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Jun 1986 - Jan 2008
Charleston, South Carolina Area Regional Chemistry and Hematology sales manager. Worked with 9 diagnostic representatives throughout Southeast and PSS distribution for equipment sales and account set-ups. Focused on hospitals, clinics and physician office groups. Retired with 22 years in Jan/2008.
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Education
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United States Military Academy at West Point
Bachelor of Science (BS), Mechanical Engineering
Community
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