Resumes
Resumes
Principal, Senior Financial Advisor
View pageLocation:
Midland, MI
Industry:
Investment Management
Work:
Sym Financial Advisors
Principal, Senior Financial Advisor
Sym Financial Advisors Jan 2011 - Jan 2018
Financial Advisor
Sym Financial Advisors Jan 2011 - Aug 2012
Financial Paraplanner
Gardey Financial Advisors Jul 2005 - Jan 2011
Financial Advisor
Principal, Senior Financial Advisor
Sym Financial Advisors Jan 2011 - Jan 2018
Financial Advisor
Sym Financial Advisors Jan 2011 - Aug 2012
Financial Paraplanner
Gardey Financial Advisors Jul 2005 - Jan 2011
Financial Advisor
Education:
College For Financial Planning 2007 - 2008
Central Michigan University 1999 - 2003
Bachelors, Bachelor of Science, Business Administration, Business Holt High School
Central Michigan University 1999 - 2003
Bachelors, Bachelor of Science, Business Administration, Business Holt High School
Skills:
Certified Financial Planner
Wealth Management
Retirement Planning
Investment Management
Personal Financial Planning
Estate Planning
Financial Planning
Qualified Retirement Plans
Investments
Asset Allocation
Retirement
Financial Advisory
Finance
Investment Advisory
Investment Strategies
Strategic Financial Planning
Investment Advisory Services
Wealth Management
Retirement Planning
Investment Management
Personal Financial Planning
Estate Planning
Financial Planning
Qualified Retirement Plans
Investments
Asset Allocation
Retirement
Financial Advisory
Finance
Investment Advisory
Investment Strategies
Strategic Financial Planning
Investment Advisory Services
Certifications:
Certified Financial Planner
Cfp Board, License 146644
License 146644
Cfp Board, License 146644
License 146644