Insurance Real Estate
Resume:
Investment Advisor Representative Resume
Ren e Michel, MBA (CA Insurance Lic # 0H82321)
**** ******** ***** *****, ** 95928
*******@********.*** www.amgchico.com
Value and Client Commitment Statement
I believe strongly that the relationship between a financial advisor and investor must be built on integrity and mutual
respect in order to function properly.
I understand the confusing maze of financial, investment and insurance information the public is exposed to, and
through education, promise to constructively guide clients with a needs based approach.
I value each client and pledge to be the trusted advisor who always puts your needs and concerns first.
I will use a disciplined and rigorous process when selecting and monitoring investments designed to help you
accumulate, protect and transfer your wealth.
The trust my clients place in me is invaluable and I consider each client engagement a privilege.
Qualifications
As an investment adviser representative, I understand the responsibility that comes with helping to make your goals
a reality. Here s a quick summary of the skills and qualifications I ll use:
Master in Business Administration, California State University, Chico 5/2011
Bachelor of Science, Business Administration, University of Maryland University College 12/2008
Associate in Arts, General Studies, Frederick Community College, Maryland 5/2002
Series 6, Series 7, Series 63 and Series 65 Securities Registrations
Over 9 years of experience in the financial services industry
California Life Insurance Licensed
Personal
To make you feel more comfortable in our partnership, here s a little information about me:
I ve been married for 5 years
We have a 13 year old son, Isaiah and two dogs, Gino and Guiness, who are very much our children too
Active member of the Butte County Farm Bureau, the Young Professionals Organization through the Chico
Chamber of Commerce, Chico Alumni Association, Enloe 2013 Gala Committee and Beta Gamma Sigma
Gateway Science Museum Community Advisory Board member
I enjoy reading, traveling, cross-training and spending time with family and friends
Securities and Investment Advisory Services are offered through Financial Network Investment Corporation, member SIPC.
Asset Management Group is not affiliated with Financial Network.
Financial Solutions I Provide
Investment Analysis
Identifying capital, contribution and return requirements to meet objectives
Building cash reserves
Educating on alternatives pros/cons
Asset allocation: attempting to reduce risk/enhance rate of return by balancing assets
Risk Management Planning
Helping clients with a game plan for disability, illness or premature death
Reviewing current insurance
Retirement Planning
Dealing with lump-sum distributions
401k, 403B and 457 consolidation
Projecting early or late retirement income generating strategies
Minimizing tax liabilities
Estate Planning
Protecting privacy
Preserving family wealth
Charitable giving
Investment Products
Money markets and CDs
Treasury bills, notes and bonds
Stocks
Bonds
Real estate investment trusts (REITs)
Limited partnerships
Annuities (fixed and variable)
IRAs, SEPs
TSAs
529 plans
Insurance Products
Individual and group life (term, fixed/variable, whole, universal)
Disability
Private pension
Key person insurance
Business Products and Services
Qualified plans: 403(b), 401(k), profit sharing
Pension planning
Deferred compensation strategies
Contact this candidate