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Michigan Retail Financial Advisors Directory

Trustoria includes a professional profile for nearly every Retail Financial Advisor in Michigan.

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16 results found

Sheri Turek Saginaw, MI

Professions & Specialties

Retail Investment OfficerRetail Financial AdvisorFinancial AdviserFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Retail Investment Officer at National City Bank
Location:
Saginaw, Michigan Area
Industry:
Banking
Work history:
National City Bank Retail Investment Officer

Jamie Salazar Grand Rapids, MI

Professions & Specialties

Retail Financial AdvisorFinancial AdviserFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Retail Financial Advisor at NatCity Investments
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
NatCity Investments Retail Financial Advisor

Shannon Lamere Saginaw, MI

Professions & Specialties

Retail Financial AdvisorFinancial AdviserFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Retail Financial Advisor at PNC Investments
Location:
Saginaw, Michigan Area
Industry:
Investment Banking

Thomas Cfp Rochester, MI

Professions & Specialties

Financial ConsultantRetail Investment OfficerFinancial Services ProfessionalFinancial Services Sales AgentRetail Financial AdvisorFinancial AdviserFinancial SpecialistOperations Manager

Experience & Education

Work

Company:
Essex national securities, inc.
Financial consultant/retail investment officer
Company:
Comerica, inc - Detroit, MI
Retail management, private banking, trust administrator

Skills

Licenses: CFP - Certified Financial Planner; Life, VAs, Accident & Health.

Scott Debbs Detroit, MI

Professions & Specialties

Retail Financial AdvisorFinancial ConsultantFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Nat City Investments, Retail Financial Advisor at National City Bank
Title:
retail financial advisor at national city
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Nat City Investments Financial Advisorsince Dec 2007National City Bank Retail Financial Advisorsince 2007

Bruce Sellars Detroit, MI

Professions & Specialties

Retail Financial AdvisorFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentManagerVice PresidentChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersContractorCounselorAdvisorPartnerOffice AssistantOffice ClerkClerical SpecialistModelSchool PrincipalSchool AdministratorEducational ManagerCertified Medical AssistantMedical AssistantHealthcare Support

Experience & Education

Position:
Assistant Vice President - Regional Adminstrative Manager - Institutional and Capital Markets at...
Title:
Assistant Vice President - Regional Adminstrative Manager at Comerica Securities
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Comerica Securities - Greater Detroit AreaAssistant Vice President - Regional Adminstrative Manager - Institutional and Capital Marketssince Mar 2013Comerica Securities - Greater Detroit AreaContractorFeb 2011 - Mar 2013

Michael Wallace Miami, FL

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial AdviserFinancial SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Title:
Financial Services Sales
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Roof Rejuvenator Franchise SalesAug 2007 - Aug 2008E*TRADE Financial Branch Relationship ManagerApr 2006 - Aug 2007
Retail Financial Advisor at JPMorgan Chase

Rich Sutterfield Midland, MI

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentRetail Financial AdvisorFinancial AdviserFinancial SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorChief Operating OfficerOperations ManagerGeneral and Operations ManagerDirector of OperationsSecuritySchool AdministratorEducational Manager

Experience & Education

Title:
Designated Supervisor- Chemical Financial Advisors at Cetera Investment Services
Location:
Midland, Michigan
Industry:
Financial Services
Work history:
Cetera Financial Group TraderJul 2010 - Dec 2012Grassroots Wealth Management Director of Branch Development/COO2007 - 2008

Dave Hoffman Saginaw, MI

Professions & Specialties

Retail Financial AdvisorFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentRegional Sales ConsultantAgentSales RepresentativeSales AgentSales PersonFood serviceCounselorAdvisorSports TrainerSports TrainersSpecial Education ProfessionalSpecial Education ProfessorsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Regional Sales for Eastern Michigan at Supreme Greal Lakes Brokerage
Title:
Regional Sales Eastern Michigan
Location:
Saginaw, Michigan Area
Industry:
Food & Beverages
Work history:
Supreme Greal Lakes Brokerage - Grand Rapids/Saginaw and northRegional Sales for Eastern Michigansince Apr 2012Fifth Third Securities - Grand Rapids/Kalamazoo MIInvestment ExecutiveApr 2007 - Apr 2012

Duane Corts Kalamazoo, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRetail Financial AdvisorFinancial AdviserFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTraining SpecialistWorkforce Development SpecialistTraining and DevelopmentCustomer ServiceClient Service OfficerSales RepresentativeGuideVolunteerAdvisorManagersTour GuideNon-ProfitNurseNurse Practitioner

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Kalamazoo, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Feb 2008National City Bank Regional Training SpecialistNov 2004 - Feb 2008
Skills:
Investment and broker industry software, compliance regulations, various training programs, and...

Brandon Weatherford Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AdviserFinancial SpecialistTeam LeaderOperations ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool AdministratorEducational ManagerSales Representative

Experience & Education

Position:
Retail Investment Associate Team Leader at Huntington Bank
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Huntington Bank - Warren, MIRetail Investment Associate Team Leadersince Mar 2013Etrade Financial - MiFinancial ConsultantFeb 2010 - Mar 2013
Skills:
Financial & Operations Principal (Series 27), General Securities Principal (Series 24), General ...
Retail Financial Advisor at PNC Investments

Scott Debbs Detroit, MI

Professions & Specialties

Financial AdviserFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeArea ManagerManagersSales RepresentativeSales AgentTerritory Account ManagerHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Sales Representative at DePuy Mitek
Title:
Sale Representative at DePuy Mitek
Location:
Greater Detroit Area
Industry:
Medical Devices
Work history:
DePuy Mitek - Greater Detroit AreaSales Representativesince Nov 2012Professional Medical Supply Territory ManagerOct 2010 - Dec 2012
Retail Financial Advisor at National City Bank

Richard Sutterfield Grand Rapids, MI

Professions & Specialties

Equity TraderFinancial Services ProfessionalFinancial Services Sales AgentRetail Financial AdvisorFinancial AdviserFinancial SpecialistTraderCapital Markets ProfessionalDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGeneral and Operations ManagerDirector of Operations

Experience & Education

Title:
Director of Trading at USA Wealth Management
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services

Mark Hancock Kalamazoo, MI

Professions & Specialties

Financial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveSports TrainerSports TrainersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentative

Experience & Education

Position:
Financial Center Manager at Fifth Third Bank
Title:
Financial Center Manager Fifth Third Bank
Location:
Kalamazoo, Michigan Area
Industry:
Financial Services
Work history:
Fifth Third Bank Financial Center Managersince Mar 2010Consumers Credit Union - Kalamazoo, Michigan AreaInvestment RepresentativeApr 2007 - May 2009

Joseph Lunn Novi, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRetail Financial AdvisorFinancial AdviserTeam LeaderDeputy DirectorOperations ManagerDeputy ManagerChief ExecutiveBachelor of ArtsSales Representative

Experience & Education

Work

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

Richard Sutterfield Sanford, MI

Professions & Specialties

Equity TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCompliance OfficerSupervisorManagersBank ExaminerFinancial Compliance ExaminerAuditorDirector of Quality ControlCompliance Manager

Experience & Education

Work

Company:
Chemical financial advisors
Compliance officer and designated supervisor
Company:
Cetera financial
Equity trader