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Michigan Retail Investment Officers Directory

Trustoria includes a professional profile for nearly every Retail Investment Officer in Michigan.

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9 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

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.

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
Retail Investment Officer at Nat City Investment C..

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
Retail Investment Officer at National City Bank

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...
Retail Investment Officer at NatCity Investments

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
Retail Investment Officer at Nat City Investment C..

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
Retail Investment Officer at National City Bank

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

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