Dynasty Financial Group
President and Founder - Investment Advisor and Financial Planner
Arnett Financial
Financial Advisor
Fifth Third Securities May 2008 - Aug 2010
Investment Advisor and Registered Investment Representative
Jpmorgan Chase & Co. Mar 2004 - Apr 2008
Investment Advisor and Registered Invesment Representative
A.g. Edwards Feb 2002 - Mar 2004
Registered Investment Representative
Education:
Michigan State University 1980 - 1984
Bachelors, Bachelor of Arts
West Bloomfield High School
Skills:
Wealth Management Investment Advisory Services Portfolio Management Strategic Financial Planning Retirement Planning Individual Bonds Individual Municipal Bonds Certificates of Deposit 401K 403B Intergenerational Wealth Transfer Mutual Funds Unit Investment Trusts Securities Alternative Investments Long Term Care Insurance Series 7 Series 66 401K Rollovers 403 B Investment Advisory Series 65 Wealth Management Services Series 63 Uniform Combined State Law Investments Iras Succession Planning Wealth Accumulation Asset Allocation Financial Planning
FIFTH THIRD SECURITIES (Financial Services industry): Sr. Financial Advisor, (May 2008-Present) Full service advisor with a concentration towards High Net Worth households and Small Business Owners within Carmel, Indiana, Naples, Florida and Chicago, Illinois.CHASE INVESTM...