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Financial Consultants in Michigan

Financial Consultants in Harvey, MI

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15 results found

Paul Storm Harvey, MI

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Marquette, Michigan
Industry:
Financial Services
Work history:
VALIC - Marquette, MIFinancial Advisorsince Jan 2012River Valley Bank - Marquette, MIPersonal BankerSep 2009 - Dec 2011
Full Profile

Cindy Negri Harvey, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Barton, Negri & Associates, a financial advisory practice of Ameriprise Financial
Location:
Marquette, Michigan
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Aug 2010Wells Fargo Investments Financial Advisor2002 - 2010
Full Profile

Scott Knaffla Harvey, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor with the practice of Patricia Barton, CRPC at Ameriprise Financial Services, Inc.
Location:
Marquette, Michigan
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Marquette, MIFinancial Advisor with the practice of Patricia Barton, CRPCsince Aug 2012
Full Profile

Patricia Barry Ishpeming, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Medical Record Transcriber • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Clerk • Clerical Specialist

Experience & Education

Work

Company:
Upper peninsula digestive disease associates
Medical records clerk
Company:
Bell memorial hospital - Ishpeming, MI
Financial counselor

Skills

Excellent at solving problems
Full Profile

Ryan Meyskens Harvey, MI

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
CSA- Electrical at Lowe's Home Improvement
Location:
Marquette, Michigan
Industry:
Consumer Goods
Work history:
Lowe's Home Improvement - Marquette, MICSA- Electricalsince Apr 2012Hantz Financial Financial ConsultantJan 2008 - Jan 2012
Full Profile

Laura Pernice Harvey, MI

Professions & Specialties

Teller • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Shop Manager • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Service Manager • Service Operations Expert • Retail Professional • Retail Salesperson • Marketing Manager • Accounts Payable • Accounts Payable Specialist • Supporting Member • Security • Managers • Office Clerk • Clerical Specialist • Team Member • Sales Person • Sales Representative • Employee Relations Manager • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Branch Manager • Advertising Professional • Field Marketing Specialist • Marketing Administrator • Advertising Sales Agent • Associate Program • Master of Science

Experience & Education

Position:
Branch Office Administrator at Raymond James Financial Services, Inc.
Title:
Branch Office Administrator at Raymond James
Location:
Marquette, Michigan
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. - Marquette, MichiganBranch Office Administratorsince Dec 2012Wells Fargo - Marquette, MichiganStore/Service Manager IIAug 2010 - Dec 2012
Skills:
Customer Service, Database Management, Event Planning, Microsoft Excel, PowerPoint, Microsoft...
Languages:
French
Branch Administrator/Financial Advisor Associate/Registered Assistant a..
Full Profile

Richard Tegge Harvey, MI

Professions & Specialties

Owner • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member

Experience & Education

Position:
Owner at Wealth Strategy Group, Board Member at NMU Foudation, Board Member at Economic Club of...
Title:
Owner/President Wealth Strategy Group
Location:
Marquette, Michigan
Industry:
Financial Services
Work history:
Wealth Strategy Group - Marquette, MIOwnersince Jan 2009NMU Foudation - Marquette, MIBoard Membersince Jul 2010
Financial Advisor at Edward Jones
Full Profile

Michael Kolasa Harvey, MI

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Management Team Executive • Operations Manager • Financial Manager • Organization Management • Non-Profit

Experience & Education

Position:
Trust Officer and Vice President at The Stephenson National Bank & Trust, Adjunct Professor at...
Title:
Vice President and Trust Officer at The Stephenson National Bank & Trust
Location:
Marquette, Michigan
Industry:
Financial Services
Work history:
The Stephenson National Bank & Trust - Upper Michigan, NE Wisconsin, and beyondTrust Officer and Vice Presidentsince Apr 2012Northern Michigan University - Marquette, MichiganAdjunct Professorsince Jan 2002
Certifications:
Certified Financial Planner (CFP
Chartered Advisor of Philanthropy
Certified Trust and Financial Advisor
Full Profile

Jessica Robitaille Harvey, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Veterans Service Officer • Lead Worker • Production Worker • Government Administration Professional • Social Workers • Community Service Manager • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Veterans Service Officer at State of Michigan
Location:
Marquette, Michigan
Industry:
Government Administration
Work history:
State of Michigan Veterans Service Officersince Jun 2013State of Michigan Lead WorkerMay 2008 - Jun 2013
Financial Consultant at Hantz Financial
Full Profile

Alan Wikman Harvey, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Support Specialist • Client Service Officer • Bachelor of Business Administration • Supporting Member • Managers • Team Member • Customer Service

Experience & Education

Work

Company:
State of michigan, department of human services business service center
Ap specialist
Company:
State of michigan, department of human services
Family independence manager, working out of class
Full Profile

Bradley Monnett Harvey, MI

Professions & Specialties

Marketing Professional • Advertising Sales Agent • Sales Representative • Sales Agent • Inspector • Representative

Experience & Education

Work

Company:
Monnett field services
Sales representative and inspector
Company:
Ohio technical college - Marquette, MI
Admissions representative
Full Profile

Shaw Robinson Green Bay, WI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Hantz Financial
Title:
Financial Consultant at Hantz Financial
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Hantz Financial - Marquette, MIFinancial Plannersince May 2005
Full Profile

Alan Wikman Green Bay, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Government Administration Professional • Community Service Manager • Supporting Member • Team Member • Baker • Hospital Care Professional • Health Professional • Health Practitioner • Data Scientist

Experience & Education

Position:
Assistance Payments Specialist, DHS Business Service Center 1 at State of Michigan
Title:
Assistance Payments Supervisor at State of Michigan
Location:
Green Bay, Wisconsin Area
Industry:
Government Administration
Work history:
State of Michigan - Marquette, MIAssistance Payments Specialist, DHS Business Service Center 1since Sep 2012State of Michigan Assistance Payments SupervisorJul 2010 - Sep 2012
Skills:
Community Outreach, Policy, Non-profits, Public Speaking, Data Entry, Case Managment, Social...
Financial Counselor at Marquette General Health Sy..
Full Profile

Adam Bonsall Green Bay, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Laborer • Leader • Project Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction Worker • Construction Specialist • Construction Laborer • Project Managers • Team Member • Laboratory Scientist

Experience & Education

Position:
Trust and Wealth Management Representative at Range Bank
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Range Bank - Marquette, MITrust and Wealth Management Representativesince Feb 2013Terrazzo Creations and Renewal - Marquette, MILaborer/Job Leader/Project ManagerJun 2008 - Feb 2013
Certifications:
Series 7
Series 63
Associate Financial Advisor / Office Coordinator at Ameripri..
Full Profile

Daniel Shubeck Auburn Hills, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Compliance Manager • Chief Executive • Advisor • Bachelor of Science

Experience & Education

Work

Company:
Comerica incorporated
Vice president - regulatory risk compliance manager
Company:
Comerica securities - Auburn Hills, MI
Registered investment advisor
Full Profile

Financial Consultants near Harvey, MI0123IshpemingEscanabaIron MountainChampionPembine


Financial Consultants around Harvey, MI

Champion  (1)
Escanaba  (2)
Ishpeming  (3)
Pembine  (1)

Financial Consultants in Michigan

Sub-specializations

Financial Consultant  (15)