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Financial Consultants in Clarkston, MI

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23 results found

Charles Craves Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorOperations ManagerGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Senior Partner at Encompass Financial Partners, LLC, Financial Advisor at Royal Alliance...
Title:
Financial Advisor at Royal Alliance Associates, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Encompass Financial Partners, LLC Senior Partnersince May 1997Royal Alliance Associates, Inc. - 6310 Sashabaw Road, Suite A, Clarkston, MI 48346Financial Advisorsince Aug 2005

James Mundy Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveRepresentativeInsurance SalespersonInsurance ProfessionalUnderwriterAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at CORE Financial Group
Title:
Owner, CORE Financial Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
CORE Financial Group - 333 W. Seventh St. Ste 200, Royal Oak MI, 48348Ownersince Jun 2009AXA Advisors - Troy MIFinancial ConsultantMar 2005 - Jun 2009

Andrew Wint Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent WorkerCorporate ExecutiveChief ExecutiveVice President

Experience & Education

Position:
Apprenticeship at Lewis E. Wint & Son Funeral Home Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Lewis E. Wint & Son Funeral Home Inc. - Clarkston, MIApprenticeshipsince Jun 2012Northwestern Mutual - United StatesFinancial Advisor InternMay 2011 - Jan 2012
Skills:
PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Microsoft Office,...

Bonnie Luternow Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial DirectorFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
Financial Advisor at Independence Financial Advisors, Financial consultant at Sigma Financial...
Title:
Financial advisor and my clients' personal CFO
Location:
Clarkston, Michigan
Industry:
Financial Services
Work history:
Independence Financial Advisors - Clarkston MIFinancial Advisorsince Jan 2006Sigma Financial Corporation Financial consultantsince 2010
Skills:
Strategic Financial Planning, Project Management, Budgets, Portfolio Management, Strategic...
Certifications:
Certified Financial Planner

Stephen O'donnell Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorAnalystManagersAnalystsManagerOperations ManagerMaster of Business AdministrationSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Work

Company:
Greenpath debt solutions
Financial counselor
Company:
Bandals international, inc - Rochester Hills, MI
Distributor sales support specialist

Skills

Proficient in MSWord, MSExcel, MSPowerPoint, MSAccess, MSVisio, MSProject, Adobe Professional,...

Dana Steiner Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantAdministrative AssociateOffice ClerkClerical SpecialistAdministrative ClerkSales PersonSales RepresentativeEntertainment ProfessionalEntertainer

Experience & Education

Work

Company:
Palace sports & entertainment
Office assistant/part time box office seller
Company:
Scottsdale healthcare - shea campus - Scottsdale, AZ
Registration/scheduler, patient financial counselor, administrative assistant

Kevin Mccarty Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantAdvisorCertified Public AccountantAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Responsiblitites and accomplishments
Business/financial consultant
Company:
State of michigan
Cpa

Jed Shilling Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerManagerOperations ManagerOffice AssistantOffice ClerkClerical SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Work

Company:
G-tech services, inc
Financial consultant
Company:
Thrift shop
Controller/office manager

Scott Nicol Clarkston, MI

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinancial Manager

Experience & Education

Work

Company:
Merrill lynch wealth management - Charter Township of Clinton, MI
Vice president-investments, portfolio manager - pia program, senior financial advisor
Company:
Citigroup global markets/smith barney - Charter Township of Clinton, MI
Senior vice president-investments, portfolio manager

Rod Locricchio Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Lelli's
Company:
M.b.a. program, walsh college
Financial advisor

Mark Churay Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounts PayableAccounts Payable SpecialistAccounts ReceivableAccounting BookkeeperBookkeeperChief Executive OfficerCorporate ExecutiveChief ExecutiveApprenticeSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeStudent WorkerFinance and Accounting SpecialistIndependent Business OwnersMarketing ManagerFinancial OfficerFinancial ManagerManagement Team ExecutiveOperations ManagerBusiness AdministratorAnalystsContractorBachelor of ArtsMaster of ScienceField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Accountant at Community Living Services of Oakland County
Location:
Greater Detroit Area
Industry:
Accounting
Work history:
Community Living Services of Oakland County - Ferndale, MIAccountantsince Jan 2011Internet Global Data Solutions - Clarkston, MIContract Staff Accountant/InternJun 2010 - Dec 2010
Skills:
Cash Flow, Forecasting, Auditing, Health Insurance, Leadership, Strategic Financial Planning,...
Financial Advisor at Morgan Stanley

Justin Simon Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief Executive

Experience & Education

Position:
Licenced Sales Professional at Allstate, Tax Professional at H&R Block
Title:
Licenced Sales Professional at Allstate Insurance
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Allstate - Clarkston, MILicenced Sales Professionalsince Jun 2013H&R Block - Bay City, MITax Professionalsince Jan 2013
Financial Advisor at Edward Jones

Colleen Schon Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentSenior Vice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagers

Experience & Education

Position:
Senior Vice President, Investments at Raymond James
Title:
Sr. Vice President, Investments at Raymond James
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Raymond James - Clarkston, MISenior Vice President, Investmentssince Feb 2005UBS Vice President, InvestmentsFeb 1994 - Feb 2005
Skills:
Investment Advisory, Fixed Annuities, Investments, Series 7, Series 63, Series 6, Series 65,...
Financial Advisor Magazine

Denny Walters Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Walters Financial Group
Title:
Owner, Walters Financial Group
Location:
Clarkston, Michigan
Industry:
Insurance
Work history:
Walters Financial Group - 7410 M. E. CAD BLVD Suite B Clarkston, MI 48348Ownersince 1988
Skills:
Long Term Care, Health Insurance, Employee Benefits, Disability Insurance, Retirement Planning,...

Sarah Zick Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentNannyChildcare WorkersApprenticeBachelor of ScienceCompensations and BenefitsStudent Worker

Experience & Education

Position:
Stay-At-Home Mom at My Home
Title:
Stay-At-Home Mom
Location:
Greater Detroit Area
Industry:
Human Resources
Work history:
My Home Stay-At-Home Momsince May 2012Clarkston Family - Clarkston, MINannyJan 2011 - Apr 2012
Financial Advisor Assistant at InvestWise Financia..

Matthew Brege Clarkston, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerMaster of ScienceBachelor of Arts

Experience & Education

Work

Company:
Pnc financial services group, inc
Director, institutional investments
Company:
Pnc financial services group, inc - Troy, MI
Strategy, product, & investments (allegiant asset management)

Skills

FINRA Series 7 & 63, Advent's Axys & BREU, Bloomberg Professional, First Rate Advisor's...

Kelly Hill Clarkston, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLegal AideParalegalAdministrative AssociateAdministrative ClerkClerical SpecialistTherapistPhysical Therapy SpecialistAdvisorManagersNon-ProfitPsychology Specialist

Experience & Education

Work

Company:
Barnett & traver pc
Legal assistant/administrative assistant
Company:
Training & treatment innovations - Oxford, MI
Outpatient therapist

Skills

Excellent organizational & interpersonal skills; self-sufficient as well as team player;...

Paul Larkin Clarkston, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Work

Company:
Independent agency
P and c sales/financial services representative
Company:
Aaa michigan - Macomb, MI
Personal financial representative

Matt Kulenkamp Oxford, MI

Professions & Specialties

Financial Services Sales AgentDirector of OperationsChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveCounselorAdvisorEvent ManagerMarketing ProfessionalAdvertising Sales AgentPassenger Vehicle DriverMotor Transportation OperatorMotor Vehicle Operator

Experience & Education

Work

Company:
Rgk enterprises, inc
Director of operations, co-franchisee, consultant
Company:
Snap fitness of oxford - Oxford, MI
Additionally served as on-site general manager

Skills

Operations Management, Facilities Management, Office Management, Staff Management, Fitness...

Marquise Krajicek Clarkston, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistMedical AssistantHealthcare SupportManagersDruggistPharmacistHigh School Diploma

Experience & Education

Work

Company:
Clarkston medical group
Administrative assistant
Company:
Oakland macomb obgyn - Rochester, MI
Medical assistant

Skills

Computer Skills: Athena, MICR, MAPS, Allscripts, CPT Codes, ICD-9, Dentrix, ADP, Web Suites 2000,...

Mary Draayer Des Moines, IA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceIndependent Business OwnersWellness and FitnessSchool AdministratorEducational ManagerManagement Team ExecutiveOperations ManagerContractorProperty ManagerReal Estate Manager

Experience & Education

Position:
Relationship Manager at Job Searching, Financial Advisor Relationship Manager at CAPTRUST
Title:
Financial Advisor Relationship Manager - CAPTRUST
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Job Searching - des moines area, iowaRelationship Managersince Jul 2013CAPTRUST - Clarkston MIFinancial Advisor Relationship Managersince Mar 2013
Languages:
Italian

Amy Jo Sather Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerChefFood PreparerFood Preparation WorkerRefereeJudgeWellness and FitnessAccounting BookkeeperBookkeeperIndependent Business OwnersHospital Care ProfessionalHealth ProfessionalHealth PractitionerIndependent ContractorContractorEntertainment ProfessionalEntertainerData ScientistFood Service WorkerFood and Beverages ProfessionalFood and Beverage Attendant

Experience & Education

Position:
Mom and Controller of the Sather household at Stay at home Mom
Title:
Stay at home Mom
Location:
Dallas/Fort Worth Area
Industry:
Health, Wellness and Fitness
Work history:
Stay at home Mom - TexasMom and Controller of the Sather householdsince 2009Furniture Consultants AccountantJan 2008 - Nov 2008
Skills:
Accounts Payable, General Ledger, Accounts Receivable, Account Reconciliation, Accounting, GAAP,...
financial advisor

Jimmy Pike Sacramento, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMarketing ManagerMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorClient Service OfficerCustomer Service

Experience & Education

Position:
Regional Marketing Manager at Sentry Insurance
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Sentry Insurance - Sacramento, California AreaRegional Marketing Managersince Jun 2013MassMutual Financial Group Regional Plan ConsultantJul 2011 - Jun 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Indipendent Financial Advisor at Sigma Financial


Financial Consultants near Clarkston, MI05151,0301,5452,0602,575DetroitTroySouthfieldFarmingtonRochesterLivoniaNoviRoyal OakAuburn HillsGrand Blanc



Financial Consultants around Clarkston, MI

Auburn Hills  (26)
Berkley  (6)
Clawson  (5)
Davison  (4)
Detroit  (2,572)
Farmington  (84)
Fenton  (9)
Grand Blanc  (19)
Holly  (3)
Lake Orion  (9)
Leonard  (2)
Livonia  (35)
Metamora  (1)
Milford  (5)
New Hudson  (2)
Northville  (18)
Novi  (29)
Oxford  (2)
Pontiac  (13)
Rochester  (42)
Royal Oak  (27)
Southfield  (86)
Troy  (120)
Walled Lake  (7)
Waterford  (10)
White Lake  (5)
Wixom  (8)

Financial Consultants in Michigan

Sub-specializations

Financial Consultant  (23)