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Financial Consultants in Michigan

Financial Consultants in Novi, MI

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Here is a complete list of nearly every local Financial Consultants in Novi, MI.

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29 results found

Bob Franklin Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Obstetrician • Gynecologist • Bachelor of Business Administration • Training and Coaching Professional • Professional Development Teacher • Physician

Experience & Education

Position:
Retired at DTE Energy
Title:
--
Location:
Greater Detroit Area
Industry:
Utilities
Work history:
DTE Energy Retiredsince Mar 1997Custom Business Solutions, LLC - Novi MiFinancial ConsultantSep 2008 - May 2011
Skills:
Accounting, Cost Analysis, Financial Analysis, General Ledger, Budgeting, Financial Reporting, SOX, ...
Full Profile

Joseph Lunn Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Retail Financial Advisor • Financial Adviser • Team Leader • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Bachelor of Arts • Sales Representative

Experience & Education

Work

Company:
Essex national securities, inc
Financial consultant, ensi
Company:
Citizens charter one investments
Financial consultant
Full Profile

Aubrey Lee Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Vice President • Partner • Operations Manager • Chief Executive • Advisor • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Senior Resident Director, First Vice President - Wealth Management Advisor at Merrill Lynch
Location:
Novi, Michigan
Industry:
Financial Services
Work history:
Merrill Lynch - Novi, MichiganSenior Resident Director, First Vice President - Wealth Management Advisorsince May 1987NorthRidge Church - Northridge Church - Plymouth, MIKingdom Advisors2010 - Jul 2012
Skills:
Public Speaking, Strategic Financial Planning, Event Planning, Small Business, Strategic Planning,...
As a Financial Advisor at Merrill Lynch
Full Profile

Matt Rolfes Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Legacy Wealth Planning, President at The LWP Group
Title:
President at The LWP Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Legacy Wealth Planning - 523 W Main St, Brighton, MiFinancial Advisorsince May 2005The LWP Group - Brighton, MIPresidentsince May 2005
Full Profile

Gilbert Toth Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Founder • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Principal & Financial Consultant at Genesis Financial Partners
Title:
Co-Founder & Managing Principal - Genesis Financial Partners
Location:
Novi, Michigan
Industry:
Financial Services
Work history:
Genesis Financial Partners Managing Principal & Financial Consultantsince Apr 2001
Full Profile

Brittany Stone Novi, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Counselor at GreenPath Debt Solutions
Location:
Novi, Michigan
Industry:
Financial Services
Work history:
GreenPath Debt Solutions - Farmington Hills, MichiganFinancial Counselorsince Apr 2012GreenPath Debt Solutions - Farmington Hills, MIAccount Maintenance CoordinatorMar 2010 - Apr 2012
Full Profile

Branden Recker Detroit, MI

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Operations Manager

Experience & Education

Position:
Financial Counselor at GreenPath Debt Solutions
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
GreenPath Debt Solutions - Farmington Hills, MiFinancial Counselorsince Feb 2008Quicken Loans - Livonia, MiMotgage BankerApr 2007 - Feb 2008
Skills:
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management,...
Full Profile

Diana Grober West Bloomfield, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Administrative Associate • Team Member • Administrative Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
The lbf group - W Bloomfield, MI
Assistant to financial advisor/client service associate
Company:
Century 21 town & country - Commerce, MI
Realtor
Full Profile

Ron Lang Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Vice President • Financial Director • Chairperson • Chief Executive Officer • Vice President • Chief Executive • Financial Officer • Financial Manager • Corporate Executive

Experience & Education

Position:
Executive Vice President / Chief Financial Officer at Credit Union
Title:
CPA, Senior Financial Executive, Financial Consultant
Location:
Novi, Michigan
Industry:
Financial Services
Work history:
Credit Union - Novi, MIExecutive Vice President / Chief Financial Officersince Sep 2004Credit Union - Hamilton, OHPresident / CEONov 1997 - Jul 2004
Full Profile

Patrick Purczynski Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc. - Coffield & Associates
Title:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Coffield & Associates - Troy, MIAssociate Financial Advisorsince Feb 2011Ameriprise Financial Services, Inc. - Sacca and Associates - Novi, MIAssociate Financial AdvisorFeb 2009 - Feb 2011
Full Profile

Dan Lesnick Novi, MI

Professions & Specialties

Financial Consultant • Loan Officer • Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor

Experience & Education

Work

Company:
World alliance financial - Troy, MI
Senior loan officer / reverse mortgage advisor
Company:
Quicken loans - Livonia, MI
Mortgage banker

Skills

Apple Logic Pro, Avid Pro Tools
Full Profile

Karen Gregory Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Az home health care services - Farmington Hills, MI
Assistant office manager
Company:
H & r block financial advisor - Detroit, MI
Full Profile

Thomas May Novi, MI

Professions & Specialties

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

Experience & Education

Work

Company:
Metlife insurance
Financial advisor
Company:
National city bank (now pnc bank) - Detroit, MI
Licensed banker
Full Profile

Kevin Barry Novi, MI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Planner • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Consolidated financial
Financial consultant
Company:
Hantz group
Equity specialist/financial planner

Skills

Inventory Managment, Operations, Financial Planning, Financial Research, Client relations.
Full Profile

Richard Werther Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Blue cross blue shield of michigan
It also entails acting as the lead financial advisor
Company:
Dentemax - Southfield, MI
Vice president, finance and administration
Full Profile

Drew Dorian Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Editor • Office Assistant • Office Clerk • Clerical Specialist • Bachelor of Science

Experience & Education

Work

Company:
Car and driver
Freelance writer
Company:
Greenpath debt solutions - Farmington Hills, MI
Financial counselor/consumer coach

Skills

written and oral communication, customer service, extensive consumer credit knowledge. Proficient...
Full Profile

Kyle Hecht Novi, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Work

Company:
E*trade financial corporation
Branch manager
Company:
E*trade financial corporation - Farmington Hills, MI
Financial consultant
Full Profile

Adrian Ratza Detroit, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Program Director • Operations Manager • Marketing Administrator • Implementation Manager • Coordinator • Subject Matter Expert • Managers • Skilled Professional • Supplier • Sales Support • Sales Agent • Services Professional • Sales and Service Specialist • Sales Representative • Sales Engineer • Market Research Analyst • Accounting Bookkeeper • Bookkeeper • Councilor • Counselor Education Professor • Educational Counselor

Experience & Education

Position:
Marketing Manager at Hino Motors Sales
Location:
Greater Detroit Area
Industry:
Automotive
Work history:
Hino Motors Sales - Novi, MIMarketing Managersince Feb 2012Hino Motors Sales Sales Support CoordinatorNov 2009 - Feb 2012
Skills:
market research, Customer Satisfaction Analysis, Research Project Management
Financial Consultant at Hantz Financial Services
Full Profile

Marcus Jackson Detroit, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Chairman of the Board • Chairperson • Chief Executive • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Position:
Business Banking ACCEL Associate at PNC Bank
Location:
Greater Detroit Area
Industry:
Banking
Work history:
PNC Bank - United StatesBusiness Banking ACCEL Associatesince Jun 2012Western Michigan University - Kalamazoo, Michigan AreaElections Control Board ChairJan 2012 - Apr 2012
Languages:
English, Spanish
Certifications:
HIPAA
Financial Consultant at Accretive Health
Full Profile

Charlie Nemes Novi, MI

Professions & Specialties

Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Investments at Raymond James
Location:
Novi, Michigan
Industry:
Financial Services
Work history:
Raymond James Senior Vice President, Investmentssince 2008Bank of America Merrill Lynch First Vice President1987 - 2008
..be made to persons in states where the Financial Advisor is not registered
Full Profile

Rick Riehl Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Non-Profit • Customer Service • Bachelor of Science • Owner • Chief Executive

Experience & Education

Position:
Account Executive at Hartland Insurance Group
Location:
Greater Detroit Area
Industry:
Insurance
Work history:
Hartland Insurance Group Account Executivesince Oct 2006NuStar Insurance Agencies - Novi, MIInsurance AgentJan 2000 - Jul 2006
Skills:
Commercial Insurance, Professional Liability, Umbrella, General Liability, Employment Practices...
The Insurance and Financial Advisor Marketing Group
Full Profile

Dan Ranks Detroit, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director of Operations • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Vice President • Chairperson • Manager • Fisher • School Principal • School Administrator • Educational Manager • Controller • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Director of Operations at RKA Petroleum Companies
Location:
Greater Detroit Area
Industry:
Oil & Energy
Work history:
RKA Petroleum Companies Director of Operationssince Nov 2012Knight Enterprises / Delta Fuels - Michigan and OhioGeneral Manager2009 - Nov 2012
Skills:
Management, Start-ups, Retail, Petroleum, Analysis, Manufacturing, Operations Management, Contract...
Certifications:
Certified Public Accountant, State of Michigan
Operations and Financial Consultant at Knight Enterprises
Full Profile

Jeffrey Hagar Novi, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Division Manager • Department Supervisor • Manager • Operations Manager

Experience & Education

Work

Company:
Trw automotive
Sales manager - components division
Company:
Panasonic automotive - Southfield, MI
Division manager - components group
Full Profile

Tyrone Rashid Novi, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Pharmaceutical Sales Representative • Sales Representative • Chef • Food Preparer • Food Preparation Worker • Bachelor of Science

Experience & Education

Work

Company:
Topmind systems, llc
Account manager
Company:
Sepracor, inc - Detroit, MI
Senior pharmaceutical sales specialist
Full Profile

Thomas Jennens Novi, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Systems Architect • Software Developers • Supporting Member • Team Member • Inspector • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
A & m assembly and machining llc
Quality systems engineer
Company:
A123 systems - Romulus, MI
Production associate
Full Profile

Douglas Ruby Farmington, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Assistant Vice President • Chief Executive • Vice President • Marketing Manager • Bachelor of Science • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Financial concierge of michigan
President
Company:
Level one bank - Farmington Hills, MI
Assistant vice president
Full Profile

Jim Racine Brighton Twp, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Chief Executive • Sales Account Manager • Equipment Tools Purchasing Agent • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Managers

Experience & Education

Position:
Financial Advisor - LPL Financial at United Investment Services
Title:
LPL Financial Advisor located at United Bank & Trust, specializing in financial planning and investment management
Location:
Brighton, Michigan
Industry:
Financial Services
Work history:
United Investment Services Financial Advisor - LPL Financialsince 2012Sensata Technologies - Novi, MiDirector of Sales - NA Automotive, Heavy Vehicle/Off Road, HVAC & Industrial2008 - 2012
Full Profile

Duncan Banes Bham, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Client Service Officer • Agent • Sales Representative • Sales Agent • Assistant Coach • Sports Game Coach • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Bachelor of Business Administration • Business Administrator • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
Inside Sales at American Expedition Vehicles
Location:
Birmingham, Michigan
Industry:
Automotive
Work history:
American Expedition Vehicles - Wixom, MIInside Salessince May 2013Global Recruiters Network - Birmingham, MIBusiness Development ManagerOct 2012 - May 2013
Skills:
Marketing, Healthcare, Networking, Integrated Marketing, Sales, Public Speaking, Strategic...
Financial Advisor at MassMutual Financial Group
Full Profile

Jimmy Pike Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Client Service Officer • Customer 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
Full Profile

Financial Consultants near Novi, MI05151,0301,5452,0602,575DetroitAnn ArborSouthfieldFarmingtonLivoniaWestlandDearbornAuburn HillsClarkstonNorthville


Financial Consultants around Novi, MI

Ann Arbor  (109)
Auburn Hills  (26)
Belleville  (5)
Clarkston  (23)
Dearborn  (29)
Detroit  (2,572)
Farmington  (84)
Garden City  (2)
Hamburg  (3)
Livonia  (35)
Milford  (5)
New Hudson  (2)
Northville  (18)
Plymouth  (11)
Pontiac  (13)
South Lyon  (6)
Southfield  (86)
Walled Lake  (7)
Waterford  (10)
Westland  (30)
White Lake  (5)
Wixom  (8)
Ypsilanti  (17)

Financial Consultants in Michigan

Sub-specializations

Financial Consultant  (29)
Financial Management Analyst  (6)