James Roumell Email & Phone Number
Investment Adviser Representative @ M3 Investment Services
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James Roumell Location
- Jackson, MI, US
James Roumell Work
- Investment Adviser Representative @ (March 2009 - Present)
James Roumell Education
- Central Michigan University
Bachelor of Business Administration (BBA) (Finance)
1982-1987 - Central Michigan University
James Roumell Skills
- Investments
- Portfolio Management
- Financial Planning
- Financial Analysis
- Mutual Funds
- Retirement Planning
- Wealth Management
- Asset Management
- Insurance
- Financial Services
- Registered Representative
- Certified Retirement Counselor-CRC
- Investment Advisory
- Certified Retirement Counselor Crc
- Investment Advisor Representative
James Roumell Summary
- James Roumell, based in Jackson, MI, US, is currently a Investment Adviser Representative at M3 Investment Services. James Roumell holds a 1982 - 1987 Bachelor of Business Administration (BBA) in Finance @ Central Michigan University. With a robust skill set that includes Investments, Portfolio Management, Financial Planning, Financial Analysis, Mutual Funds and more. James Roumell has 2 emails and 2 mobile phone numbers on RocketReach.
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