James M Taegel
age ~46
from Oxford, MI
- Also known as:
-
- Jim Taegel
- Jimmy Taegel
- Jeremy Sutton
James Taegel Phones & Addresses
- Oxford, MI
- 3008 Talon Cir, Lake Orion, MI 48360 • 5868831899
- Shelby Township, MI
- 46897 Jewel, Macomb, MI 48044
- Sterling Heights, MI
- Clinton Twp, MI
- Citrus Springs, FL
- Crystal River, FL
- Pontotoc, MS
- Lodge, SC
- 14563 Coulee Dr, Sterling Hts, MI 48313
Work
-
Company:Donadio & associates, inc / transamerica financial advisors, incMar 2004
-
Position:Vice-president, business development / osj manager
Education
-
Degree:Financial Planning
-
School / High School:Boston University2006
-
Specialities:Financial Planning Processes and Techniques
Skills
Retirement Planning • Asset Allocation
Awards
2008 Client Service Gold Award
Industries
Financial Services
Resumes
Vice-President, Business Development / Osj Manager At Donadio & Associates, Inc. / Transamerica Financial Advisors, Inc.
view sourcePosition:
Vice-President, Business Development / OSJ Manager at Donadio & Associates, Inc / Transamerica Financial Advisors, Inc
Location:
Greater Detroit Area
Industry:
Financial Services
Work:
Donadio & Associates, Inc / Transamerica Financial Advisors, Inc since Mar 2004
Vice-President, Business Development / OSJ Manager
John Hancock Financial Services Jan 2002 - Mar 2004
Registered Representative
Vice-President, Business Development / OSJ Manager
John Hancock Financial Services Jan 2002 - Mar 2004
Registered Representative
Education:
Boston University 2006
Financial Planning, Financial Planning Processes and Techniques College for Financial Planning 2005
CRPC Designation, Retirement Planning FINRA / NASAA Series 66
Licensure, Investment Advisor Combined State Law FINRA Series 24
Licensure, General Securities Principal FINRA Series 26
Licensure, Investment Company and Variable Products Principal FINRA Series 6
Licensure, Investment Company and Variable Products Representative FINRA Series 63
Licensure, State Securities Law FINRA Series 7
Licensure, General Securities Representative Michigan Accident and Health Insurance Agent
Licensure, Accident and Health Insurance Agent Michigan Life Insurance Agent
Licensure, Life and Annuity Products Agent
Financial Planning, Financial Planning Processes and Techniques College for Financial Planning 2005
CRPC Designation, Retirement Planning FINRA / NASAA Series 66
Licensure, Investment Advisor Combined State Law FINRA Series 24
Licensure, General Securities Principal FINRA Series 26
Licensure, Investment Company and Variable Products Principal FINRA Series 6
Licensure, Investment Company and Variable Products Representative FINRA Series 63
Licensure, State Securities Law FINRA Series 7
Licensure, General Securities Representative Michigan Accident and Health Insurance Agent
Licensure, Accident and Health Insurance Agent Michigan Life Insurance Agent
Licensure, Life and Annuity Products Agent
Skills:
Retirement Planning
Asset Allocation
Asset Allocation
Honor & Awards:
2008 Client Service Gold Award
James Taegel
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