Life Time Financial Services
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.[Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.][[DBA NAME] is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-12345(03/22)(exp.03/24))
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Verified contacts
4
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AM
Alex Matz
Registered Sales Assistant- Broker · Other
EmailPhone - KM
Kathleen McAfee
Financial Consultant · Finance & Accounting
EmailPhone - MM
Michelle Montet
Assistant · General Business & Management
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Life Time Financial Services
4 distinct titles indexed · top 4 shown.
- 1assistant
- 1financial analyst admin
- 1financial consultant
- 1registered sales assistant- broker
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