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Jim K Mui

from Boca Raton, FL
Age ~67

Jim Mui Phones & Addresses

  • 18688 Ocean Mist Dr, Boca Raton, FL 33498 (561) 213-1399
  • 859 Jeffery St, Boca Raton, FL 33487 (561) 998-3724 (561) 998-7097
  • 859 Jeffery St #207, Boca Raton, FL 33487 (561) 998-3724
  • New York, NY
  • Fort Lauderdale, FL
  • Parkland, FL
  • Titusville, FL
  • Patchogue, NY

Work

Company: Raymond james financial Position: Vice president investments

Education

Degree: CFP School / High School: Adelphi University 1983 to 1985 Specialities: Financial Planning

Skills

Retirement Planning • Wealth Management • Investment Advisory • Asset Allocation • Series 7 • Retirement • Mutual Funds • Financial Advisory • Wealth • Series 63 • Disability Insurance • Investment Strategies • Fixed Annuities • Estate Planning • Long Term Care Insurance • Strategic Financial Planning • Insurance • Series 65 • Wealth Management Services • Variable Annuities • Life Insurance • Wealth Preservation Planning • Trading • Wealth Accumulation Strategies • Licensed Life and Health Insurance Agent • Charitable Gift Annuities • Estate Tax Planning • Indexed Annuities • Certified Financial Planner

Industries

Financial Services

Resumes

Resumes

Jim Mui Photo 1

President And Iar

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Location:
5550 Glades Rd, Boca Raton, FL 33431
Industry:
Financial Services
Work:
Raymond James Financial
Vice President Investments

Raymond James Financial Services since 2005
Branch Manager/Financial Advisor
Education:
Adelphi University 1983 - 1985
CFP, Financial Planning
Skills:
Retirement Planning
Wealth Management
Investment Advisory
Asset Allocation
Series 7
Retirement
Mutual Funds
Financial Advisory
Wealth
Series 63
Disability Insurance
Investment Strategies
Fixed Annuities
Estate Planning
Long Term Care Insurance
Strategic Financial Planning
Insurance
Series 65
Wealth Management Services
Variable Annuities
Life Insurance
Wealth Preservation Planning
Trading
Wealth Accumulation Strategies
Licensed Life and Health Insurance Agent
Charitable Gift Annuities
Estate Tax Planning
Indexed Annuities
Certified Financial Planner

Business Records

Name / Title
Company / Classification
Phones & Addresses
Jim K. Mui
Managing
Jim K. Mui, LLC
5550 Glades Rd, Boca Raton, FL 33431
Jim Mui
Manager
Painewebber Inc
Security Broker/Dealer
5100 Town Ctr Cir, Boca Raton, FL 33486
Jim K Mui from Boca Raton, FL, age ~67 Get Report