Jeana  Salman,  CFP<sup>&reg;</sup> - Financial Advisor

Jeana Salman, CFP®

AIF®,

Practice Manager and Wealth Advisor

Delta Community Retirement & Investment Services

3250 Riverwood Pkwy SE
Atlanta, GA 30339
FINANCIAL ADVISOR'S WEBSITE
(404) 677-4890 CONNECT WITH Jeana
  • linkedin link

General

Jeana Salman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Delta Community Retirement & Investment Services in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: GA, TN, NC, FL
  • Fixed annuities: GA, TN, NC, FL
  • Variable annuities: GA, TN, NC, FL

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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