Using SEM's Risk Tolerance Questionnaire

Did you know SEM has 3 different ways to use our risk questionnaire? This short webinar briefly walks through each, including a brand new tool that will make opening accounts with SEM even more efficient.

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New Kent, VA
Jeff joined SEM in October 1998. Outside of SEM, Jeff is part of the worship team at LifePointe Christian Church where he plays the keyboard and bass guitar. He also coaches a club soccer team.