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Financial Consultants in Saginaw, MI

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206 results found

Chad Capp Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Financial Consultant at Hantz Financial
Location:
Saginaw, Michigan Area
Industry:
Investment Management
Work history:
Hantz Financial Financial Consultantsince May 2003Midland Country Club - Midland, MIMember2006 - Apr 2013
Full Profile

Adam Chambers Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Saginaw, Michigan Area
Industry:
Higher Education
Work history:
Merrill Lynch - Saginaw, Michigan AreaFinancial Advisorsince Oct 2012
Full Profile

Keith Harder Saginaw, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • International Affairs • Operations Manager • Chief Executive • Corporate Executive • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Rehmann, Certified Financial Planner at CFP®
Title:
Financial Advisor at Rehmann
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Rehmann Financial Advisorsince Sep 2000CFP® Certified Financial Plannersince Jan 2000
Full Profile

David Plank Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Attorney At Law • Lawyers • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Participant at Michigan Shifting Gears
Title:
MEDC Michigan Shifting Gears
Location:
Saginaw, Michigan
Industry:
Renewables & Environment
Work history:
Michigan Shifting Gears - Lansing, MichiganParticipantsince Jan 2013The Diversified Group Financial AdvisorAug 2011 - May 2012
Skills:
Wealth Preservation Planning, Financial Analysis, Legal experience in business formation and real...
Full Profile

Eric Marker Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Production Assistant • Contractor • Manufacturing Laborer • Laborer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Various - Greater New York City AreaIndependent ContractorJul 2011 - Dec 2011Merrill Lynch Financial AdvisorJul 2010 - May 2011
Full Profile

Mark Landra Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Chief Administrative Officer • Chief Executive • Corporate Travel Expert • Equipment Tools Purchasing Agent • Sales Representative • Travel Counselor • Travel Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • English Language Teacher • High School Teacher • Secondary School Teacher • Volleyball Coach • Sports Game Coach • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Catholic Cemeteries at Diocese of Saginaw
Title:
Director of Catholic Cemeteries, Diocese of Saginaw
Location:
Saginaw, Michigan
Industry:
Religious Institutions
Work history:
Diocese of Saginaw Director of Catholic Cemeteriessince Feb 2013Morgan Stanley Smith Barney - Saginaw, Michigan AreaFinancial AdvisorNov 2004 - Dec 2008
Skills:
Team Building, Strategic Planning, Customer Service, Public Speaking, Budgets, Leadership...
Full Profile

Cathy White Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness • Health Professional • Health Practitioner • Team Member

Experience & Education

Position:
Funding Specialist at The Standing Company
Location:
Saginaw, Michigan Area
Industry:
Health, Wellness and Fitness
Work history:
The Standing Company Funding Specialistsince Feb 2007St. Mary's Medical Center Financial CounselorSep 1994 - Nov 2006
Full Profile

Rochelle Roerig Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at PNC Investments, Financial Advisor at PNC Bank
Title:
Licensed Financial Consultant at National City Bank
Location:
Saginaw, Michigan Area
Industry:
Banking
Work history:
PNC Investments Financial Advisorsince Jul 2003PNC Bank Financial Advisorsince 2003
Full Profile

Cathy White Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Clerk • Clerical Specialist • Associate of Science • Department Store Salesperson • Retail Professional • Retail Salesperson • Recruitment

Experience & Education

Work

Company:
The standing company
Collections and funding specialist
Company:
St. mary's of michigan
Financial counselor

Skills

Microsoft Office 2007, QuickBooks, 10-Key Calculator, Multiphone lines, Office Equipment, Medical...
Full Profile

Lisa Mahlmeister Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Licensed Financial Consultant at National City Bank
Location:
Saginaw, Michigan Area
Industry:
Banking
Work history:
National City Bank Licensed Financial Consultant
Full Profile

John Ryder Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Position:
Financial Counselor at Accretive Health
Location:
Saginaw, Michigan Area
Industry:
Health, Wellness and Fitness
Work history:
Accretive Health Financial Counselor
Full Profile

Kat Brown Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Buyer • Supplier • Equipment Tools Purchasing Agent • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Business Office Administrator at Edward Jones
Title:
Business Office Administrator
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones Business Office Administratorsince May 2010FIAMM Technologies, Inc Senior Materials BuyerMay 2000 - May 2006
Skills:
Customer Service
Assisting my Financial Advisor service a wide range of client's..
Full Profile

Jack Bishop Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at edward jones investments
Location:
Saginaw, Michigan Area
Industry:
Investment Management
Work history:
Edward jones investments Financial advisor
Full Profile

Eugene Tanke Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Managers • Software Developer • Software Developers • Automotive Professional

Experience & Education

Position:
VP Wealth Management at D.B. French & Company LLC
Title:
VP Wealth Management at Leonard & Company
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
D.B. French & Company LLC VP Wealth Managementsince Feb 2011Morgan Stanley Smith Barney Financial AdvisorFeb 2008 - Feb 2011
Full Profile

Nicholas Dale Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Chemical financial advisors
Financial advisor
Company:
Hantz financial services - Saginaw, MI
Financial consultant
Full Profile

Drewe Robinson Saginaw, MI

Professions & Specialties

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

Experience & Education

Position:
Co-Founders and Advisory Committee at Women in Leadership Mid Michigan, Financial Advisor at...
Title:
Co-Founders and Advisory Committee at Women in Leadership Mid Michigan
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Women in Leadership Mid Michigan Co-Founders and Advisory Committeesince Jan 2006Tri-Star Trust Bank - Frankenmuth, MichiganFinancial Advisorsince 2005
Skills:
Portfolio Management, Financial Analysis, Fundraising, Public Speaking, Investments
Full Profile

Scott Stasik Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Server • Sales Representative • Financial Manager

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
AXA Advisors, LLC
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince Nov 2000Zehnders of Frankenmuth ServerJun 1994 - Nov 2000
Full Profile

Jamie Poteet Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at MetLife
Location:
Saginaw, Michigan Area
Industry:
Insurance
Full Profile

Dan Tomes Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Controller • Manager • Chief Executive • Operations Manager • Bachelor of Arts • Team Member

Experience & Education

Position:
Financial Consultant at Ashford Financial Group
Title:
Financial Analyst
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Ashford Financial Group - Midland, MIFinancial Consultantsince May 2010The College of Wooster StudentJan 2008 - Nov 2011
Full Profile

David Moscardelli Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Chief Executive • Advisor • Sports Trainers

Experience & Education

Position:
Wealth Manager at Isabella Bank
Title:
Wealth Manager Isabella Bank & Raymond James Financial Services - Financial Planning - Retirement Income Specialist
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Isabella Bank Wealth Managersince 2005Edward Jones Financial AdvisorJun 2002 - Feb 2005
Full Profile

Derek Dall'olmo Saginaw, 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 Revett, Roop & Associates; A financial advisory practice of Ameriprise...
Title:
Financial Advisor
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Revett, Roop & Associates; A financial advisory practice of Ameriprise Financial Financial Advisorsince Sep 2006
Skills:
Investment Advice, Income Tax Planning Strategies, Retirement Planning Strategies, Domestic Partner ...
Full Profile

Brad Bromley Saginaw, 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
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Saginaw, Michigan AreaFinancial Advisorsince Jan 1993
Skills:
Retirement, Series 63, Investments, Retirement Planning, Securities, Strategic Financial Planning,...
Full Profile

Lee Miller Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Systems Architect • Systems Administrator • Unix Administrator • Software Developers • Computer Systems Administrator • Marketing Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor and Asst. Branch Manager at Wells Fargo Advisors, LLC
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor and Asst. Branch Managersince Jul 1998Electronic Data Systems Engineering Systems Engineer & Advanced UNIX Systems AdministratorJan 1993 - Jul 1998
Skills:
Wealth Management, Series 7, Microsoft Excel, Mutual Funds, Strategic Planning
Full Profile

Lisa Bandlow Saginaw, MI

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Human Resources Specialist • Training Specialist • Recruitment • Workforce Development Specialist • Training and Development • Director • Marketing Manager • Shop Manager • Operations Manager • Sales Manager • Branch Manager • Marketing Administrator • Social Media Manager • Field Marketing Specialist • SEO Specialist • Web Marketer • Curriculum Coordinator • Instructional Coordinator • Curriculum Specialist • Training Implementation Specialist • Educational Manager

Experience & Education

Position:
Human Resources Director at Forest Area Federal Credit Union
Title:
Human Resources Director
Location:
Saginaw, Michigan Area
Industry:
Banking
Work history:
Forest Area Federal Credit Union Human Resources Directorsince Oct 2001The Disney Store Store Manager1996 - Oct 2001
Certified Credit Union Financial Counselor
Full Profile

Sheree Blazejewski Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Marketing Manager • Chief Executive

Experience & Education

Position:
Branch Manager/Financial Advisor at Morgan Stanley Smith Barney
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Branch Manager/Financial Advisorsince Feb 2010Morgan Stanley Smith Barney Second Vice President, Wealth ManagementSep 2006 - May 2010
Full Profile

Sarah Bartnikowski Saginaw, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant/Chartered Wealth Advisor at Hilliard Lyons
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Hilliard Lyons Financial Consultant/Chartered Wealth Advisorsince Jan 2006Smith Barney Financial Consultant - Financial Planning SpecialistApr 2001 - Jan 2006
Full Profile

Chelsea Kroll Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Shift Supervisor • Shift Manager • Managers • Advisor

Experience & Education

Position:
Financial Consultant at Hantz Financial
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Hantz Financial - Midland, MIFinancial Consultantsince Oct 2010Starbucks Coffee Company Shift SupervisorOct 2007 - Oct 2011
Full Profile

Lee Leroy Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Master of Science

Experience & Education

Position:
Senior Vice President - Financial Consultant at Hilliard Lyons
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Hilliard Lyons Senior Vice President - Financial Consultantsince 2006Smith Barney Second Vice President - Financial ConsultantAug 1997 - Jan 2006
Full Profile

Shelley Norris Saginaw, MI

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Marketing Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Registered Marketing Associate, Financial Planning Associate at Morgan Stanley
Title:
Assistant Vice President, Registered Marketing Associate/The Marsh Group at Morgan Stanley
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley - 4760 Fashion Sq Blvd, Saginaw MI 48604Registered Marketing Associate, Financial Planning Associatesince Jan 2004Saginaw Michigan Citizens Bank, Branch ManagerJan 2000 - Jan 2004
Financial Advisor
Full Profile

Daniel Bade Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Grinding and Polishing Worker

Experience & Education

Position:
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Saginaw, Michigan
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisor, Vice Presidentsince Jan 1990
Languages:
English
Certifications:
Certified Financial Manager, Merrill Lynch Internal
Personal Investment Advisor, Merrill Lynch Internal
Full Profile

Kenneth Janson Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Store Manager • Shop Manager • Sales Manager • Operations Manager

Experience & Education

Position:
Associate Financial Advisor at Northwestern Mutual
Title:
Associate Financial Advisor with Northwestern Mutual
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Saginaw, MIAssociate Financial Advisorsince Oct 2004Walgreens Assistant Store ManagerJun 2003 - Sep 2004
Full Profile

Todd Arner Saginaw, 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:
President at Arner Investment Management
Title:
Financial Advisor
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Arner Investment Management - Saginaw, MIPresidentsince Nov 2010PNC Bank - Bay City, MIFinancial AdvisorDec 2004 - Nov 2010
Full Profile

Dennis Taylor Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Master of Science • Consumer Goods Professional • Commodities Clerk • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Sep 2005Edward Jones Financial AdvisorDec 2001 - Aug 2005
Full Profile

Donald Dingman Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Analyst • Analysts

Experience & Education

Position:
Financial Consultant at St. Mary's of Michigan
Location:
Saginaw, Michigan Area
Industry:
Hospital & Health Care
Work history:
St. Mary's of Michigan Financial Consultantsince Oct 2010AHIS Senior System AnalystDec 2003 - Oct 2010
Skills:
Healthcare Information Technology, Healthcare, Hospitals, EHR, Process Improvement, Change...
Full Profile

Aaron Lowe Saginaw, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Specialist at PNC
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
PNC Financial Specialistsince May 2013Merrill Lynch Financial AdvisorMar 2011 - May 2013
Skills:
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments,...
Full Profile

Sheree Blazejewski Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager/Financial Advisor at Morgan Stanley Smith Barney
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Branch Manager/Financial Advisorsince Sep 2006UBS Financial Services Financial AdvisorMar 2002 - Sep 2006
Full Profile

Ryan Iles Saginaw, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at The Iles Group - Merrill Lynch
Title:
CFP
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
The Iles Group - Merrill Lynch - Saginaw, MichiganFinancial Advisorsince Jun 2005
Full Profile

Aaron Oberlin Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Analyst • Analysts • Process Engineer • Industrial Engineer

Experience & Education

Title:
Financial Advisor at Rehmann Financial
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Full Profile

Kurt Schuler Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Principal at Old Mission Investment Co LLC
Title:
Principal, Old Mission Investment Co LLC
Location:
Saginaw, Michigan Area
Industry:
Investment Management
Work history:
Old Mission Investment Co LLC Principalsince May 2006Wachovia Securities Financial AdvisorJan 2001 - May 2006
Full Profile

Dave Bonkowski Saginaw, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones, Financial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorEdward Jones Financial Advisorsince May 2002
Full Profile

Ann Sage Saginaw, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network, Financial Advisor at Northwestern Mutual
Title:
Financial Representative at Northwestern Mutual
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Sep 1986Northwestern Mutual Financial Advisorsince Sep 1986
Full Profile

Paul Pollatz Saginaw, 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 GA Repple & Company
Title:
Financial Advisor
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
GA Repple & Company Financial Advisorsince 2009Thrivent Financial for Lutherans Financial AdvisorJul 2003 - Nov 2008
Full Profile

Kevin Scorsone Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Private Banking Manager • Manager • Banking Manager • Financial Officer • Financial Manager • Operations Manager • Concierge • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President- Private Banking Manager at Chemical Bank - Wealth Management
Title:
Vice President- Private Banking Manager at Chemical Bank and Financial Advisor at Chemical Financial Advisors
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Chemical Bank - Wealth Management Vice President- Private Banking Managersince May 2011JPMorgan Chase Vice President- Investment ManagerOct 2003 - May 2011
Certifications:
Series 7, 24, 53, 66 and Life Licensed, FINRA
Full Profile

Steven Campbell Saginaw, 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 Services, Inc.
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 2007
Full Profile

Michael Elliott Saginaw, 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 Merrill Lynch
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Merrill Lynch - Saginaw, Michigan AreaFinancial Advisorsince Aug 1981
Full Profile

Marc Kaeckmeister Saginaw, MI

Professions & Specialties

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

Experience & Education

Title:
Vice-President, Financial Consultant at Investment Center at Citizens Bank
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Full Profile

Sheree Weston Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Title:
Branch Manager/Financial Advisor at Morgan Stanley Smith Barney
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Full Profile

Kip Burke Saginaw, MI

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Senior Financial Advisor, Ameriprise Financial Services, Inc.
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisorsince 1994
Full Profile

Bradley Bromley Saginaw, MI

Professions & Specialties

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

Experience & Education

Title:
Associate Manager/Senior Financial Advisor at Ameriprise Financial
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Full Profile

Mark Denay Saginaw, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Deputy Manager • Counselor • Advisor • Sales Representative • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at AHP Financial Services
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work history:
AHP Financial Services Financial Advisorsince Nov 2006Oppenheimer & Co. Inc. Associate Vice PresidentJul 1997 - Oct 2006
Full Profile


Financial Consultants near Saginaw, MI0612182430MidlandFlintBay CityHemlockFreelandFlushingOwossoAuburnDurandVassar