Vice President Financial Planning
Resume:
Michael Daniels
Detroit, MI *****
***************@*****.***
To become a valued asset with the organization using my 39 years of experience as a wealth management advisor. The wealth manager position allows me to use my exceptional understanding of the capital markets along with my unique use of the financial planning process to forge profitable relationships with high net worth individuals. Qualifications
• Comprehensive understanding of diverse facets of financial planning, philanthropy, and executive compensation solutions as well as a deep understanding of the capital markets.
• Skilled communicator; adept at building strong rapport with both co-workers and clientele. • Strong analytical and quantitative
Work Experience
Financial Advisor, Associate Vice President
Ameriprise Financial Service-Troy, MI
January 2009 to 2016
Morgan Stanley Smith Barney/Citigroup/Lehman Brothers/EF-Hutton, MD January 2009 to December 1984
Merrill Lynch Pierce Fenner and Smith-Detroit, MI
January 1980 to December 1983
Investor Diversified Services (IDS)-Livonia, MI
January 1977 to December 1980
Registered
Advisor, Associate Vice President
Farmington Hills, MI
Financial Advisor, Associate Vice President
Representative
Education
Security Licenses Series
• Registered Representative Series 1
• Securities Representative Series
•Securities Agent Law Series 63
Investment Advisor Law Series 65
Insurance Licenses Jurisdiction
• RVS Retirement Group Annuity 1 Federal
• RVS Retirement Group Annuity 2 Federal
• Rava 5 Federal
• Secure Provider Income Annuity Federal
•Immediate Annuity Federal
• Health State
• Life State
• Variable Life State
• Variable Annuity State
• Long Term Care State
• Perpetual License State
Education
University of Detroit
Wayne State University
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