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Financial Planners in Michigan

Financial Planners in Novi, MI

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Here is a complete directory of most local Financial Planners in Novi, MI.

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6 results found

Connie Green Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Customer Service • Client Service Officer • Administrative Associate • Administrative Clerk • Clerical Specialist • Managers • Office Clerk • Sales Representative • Bachelor of Arts • Paralegal • Litigation Support Specialist • Chief Executive • Corporate Executive • Psychology Specialist

Experience & Education

Position:
Client Service Associate at Edelman Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Edelman Financial Services - Novi, MIClient Service Associatesince Jan 2013Ameriprise Financial Services, Inc. (formerly H & R Block Financial Advisors Registered Support AssistantApr 2002 - Jan 2013
Skills:
Trading, Customer Relations, Excel, Microsoft Office, Series 7, Retirement Planning, Customer...
Full Profile

Philip Ingland Farmington, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Department Manager • Department Supervisor • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Title:
Digital Marketing
Location:
Farmington, Michigan
Industry:
Marketing and Advertising
Work history:
Financial Services of America - Warren MIFinancial PlannerJan 2012 - Dec 2012Life Time Fitness - Novi MILife Cafe Department HeadJan 2009 - Mar 2012
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

Sal Benitez Novi, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Controller

Experience & Education

Work

Company:
Auma engineered products
Financial controller
Company:
Grupo bocar sa de cv
Financial planner
Full Profile

Amanda Sherlock Novi, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
Bi-Lingual Customer Assistance Center Specialist at Bank of America
Title:
Bi-Lingual Customer Assistance Center Counselor
Location:
Novi, Michigan
Industry:
Financial Services
Work history:
Bank of America - Novi, MIBi-Lingual Customer Assistance Center Specialistsince Jul 2011Flagstar Bank - Troy, MILoss Mitigation SpecialistDec 2010 - Jul 2011
Languages:
Spanish
Para-planner for Certified Financial Planner at 2008 NPA FINANCIAL
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Kim Sierota Auburn Hills, MI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Catering Manager • Director of Catering • Food Service Workers • Managers

Experience & Education

Work

Company:
Hilton suites
Sales & catering manager
Company:
Wingate by wyndham - Auburn Hills, MI
Sales manager
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Financial Planners near Novi, MI04182123164205DetroitAnn ArborSouthfieldFarmingtonClarkstonWest BloomfieldNorthvilleLivoniaDearbornAuburn Hills


Financial Planners around Novi, MI

Ann Arbor  (13)
Auburn Hills  (3)
Belleville  (1)
Clarkston  (4)
Dearborn  (3)
Detroit  (204)
Farmington  (4)
Livonia  (3)
Milford  (2)
Northville  (3)
Plymouth  (1)
South Lyon  (1)
Southfield  (12)
Westland  (1)
White Lake  (1)
Wixom  (1)
Ypsilanti  (1)

Financial Planners in Michigan

Sub-specializations

Financial Planner  (6)