Logan Simering, CRPC®

Financial Advisor at Statera Retirement
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Contact Information
us****@****om
(386) 825-5501
Location
Owings Mills, Maryland, United States, US
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Experience

  • Statera Retirement
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Aug 2021 - Present
  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
      • Oct 2019 - Jan 2021

      • May 2019 - Oct 2019

  • T. Rowe Price
    • United States
    • Financial Services
    • 700 & Above Employee
      • Sep 2016 - May 2019

      • Jun 2016 - Sep 2016

      • Jun 2015 - Jun 2016

      • Jul 2013 - Jun 2015

      I am a phone specialist for all of the 529 College Investment Savings Plans that we offer. My duties range from preparing and sending out distributions for account holders to doing any type of specific account maintenance. I also help account holders select which of our portfolios would work best for their current situation and needs.

      • Jul 2012 - Jul 2013

      I process distributions, contributions, and perform maintenance on customers accounts.

Education

  • Arizona State University
    Bachelor of Interdisciplinary Studies, Business & Communications
    2009 - 2012
  • Baldwin-Wallace College
    Sport and Fitness Administration/Management
    2008 - 2009
  • Franklin High School

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