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Majestic Oak Advisory

Majestic Oak Advisory

Financial Services / Financial Advisor / Investment Strategists

About Us

Financial Planning and Wealth Management


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Client Service Associate/Manager
Category: Administrative, Support & Clerical
Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) in managing office work flow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support more
Phone:(502) 709-4677

Rep/Contact Info

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Nickolus Stephens
Financial Advisor

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