Enhancing Financial Planning with Technology and Personalization 00:10:00
Tate began his career with Heartland Credit Union in 2010, working as a Member Service Officer. After rising up to positions of Assistant Branch Manager and Branch Manager, he was named the Financial Advisor with Heartland Financial Services in March 2015. Tate has obtained his FINRA series 7 and 66 licenses, as well as state insurance licenses. In April 2017, he earned his CERTIFIED FINANCIAL PLANNER™ certification.
