Julie A Finney from 1130 Dearborn St, Chicago, IL 60610, age 79, Phone: (312)6435244

Julie Finney Phones & Addresses

1130 Dearborn St, Chicago, IL 60610 • (312)6435244
750 N Dearborn St APT 603, Chicago, IL 60654 • (312)4939171
2933 Sheridan Rd, Chicago, IL 60657 • (773)4722027
Downers Grove, IL
Des Plaines, IL
Battle Creek, MI
Orange, CT
Humble, TX
2933 N Sheridan Rd APT 1017, Chicago, IL 60657

Work

Position:

Sales Occupations

Education

Degree:

Bachelor's degree or higher

Emails

b***[email protected]

Resumes

Julie Finney, Cfp, Crpc, Flmi

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Position:

Wealth Management Advisor at PSA Insurance & Financial Services, Wealth Management Advisor at PSA Insurance & Financial Services

Location:

Hunt Valley, Maryland

Industry:

Financial Services

Work:

PSA Insurance & Financial Services since Sep 1997
Wealth Management Advisor
Lowe fs - Towson Sep 1979 - Feb 1997
Financial Paraplanner
Lowe & Assoc - Lowe fs Sep 1979 - Jan 1997
Financial Paraplanner

Education:

College for Financial Planning 2005 - 2006
CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC College for Financial Planning 1990 - 1992
CERTIFIED FINANCIAL PLANNER practitioner, CFP Life Office Management Association, Inc. 1981 - 1985
Fellow, Life Management Institute, Insurance

Awards:

Five Star Wealth Manager Award
Baltimore Magazine
Recipient of Baltimore Magazine’s 2012 & 2013 Five Star Wealth Manager Award