University of Colorado Boulder 1999 - 2003
Bachelors, Marketing, Business Management
Skills:
Mutual Funds Fixed Annuities Variable Annuities Equity Research 401 S Business Retirement Plans 403 S Business Retirement Plans 457 S Business Retirement Plans Defined Benefit Business Retirement Plans Profit Sharing Business Retirement Plans Sep Ira's Business Retirement Plans Simple Ira's Business Retirement Plans 529 Plans Education Savings Coverdell Education Savings Advisory Solutions Managed Account Common Stocks Equity Investments Unit Investment Trust Equity Investments Trust Services Estate Considerations Exchange Traded Funds Bond Unit Investment Trusts Fixed Income Investments Corporate Bonds Fixed Income Investments Governement Sponsored Enterprise Fixed Income Investments Mortgage Backed Securities Fixed Income Investments Municipal Bonds Fixed Income Investments Us Treasury Bonds Fixed Income Investments Certificates of Deposit Fixed Income Investments Roth Ira's Individual Retirement Accounts Traditional Ira's Individual Retirment Accounts Long Term Care Insurance Long Term Dissability Insurance Permanent Life Insurance Term Life Insurance Managed Account Program Portfolio and Retirement Plan Reviews Fixed Income Research Mutual Fund Research Retirement Plan Rollovers and Consolidation Dividend and Income Reinvestment Systematic Investing Monthly Investing Program Systematic Investing
Interests:
Boating Wake Boarding Waterfowl Hunting Big Game Hunting Golf
Certifications:
Series 7 Series 66 Financial Industry Regulatory Authority (Finra)
University of Colorado at Boulder 1999 - 2003
BS, Business-Marketing
Loveland High School 1995 - 1999
Diploma, General
Skills:
Strategy Sales Management Budgets Customer Service Sales Telecommunications Business Development Retirement Planning Personal Financial Planning Retirement Savings Saving for Education Investments Investment Strategies Investment Management Investment Banking Income Protection Stock Market Mutual Funds Roth IRA Traditional IRA SEP IRA Simple IRA Tax Free Income Bond Markets Bonds Estate Planning Life Insurance Long Term Care Insurance Series 66 Disability Insurance Variable Annuities Fixed Annuities Unit Investment Trusts Limited Partnerships REIT ETFs Series 7
Interests:
Golf, Wake Boarding, Boating, Waterfowl Hunting, Big Game Hunting
Certifications:
Series 7, Financial Industry Regulatory Authority (FINRA) Series 66, Financial Industry Regulatory Authority (FINRA)
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Mitchell Rogers
Work:
Western Governors University - Software Engineer
Education:
Utah State University - Computer Science
Mitchell Rogers
About:
Gandalf: A wizard is never late. Nor is he early. He arrives precisely when he means to.