Michael Graney Email & Phone Number
Portfolio manager @ Laurel Wealth Advisors, Inc.
5 free lookup(s).
Michael Graney Location
- Encinitas, CA, US
Michael Graney Work
- 2012 -now portfolio manager @ Laurel Wealth Advisors, Inc.
- 2007 -now Lecturer @
- 2005 -now Lecturer @ San Dieguito Adult School
- 2009 -2012 Associate Vice President, Financial Advisor @
- 2001 -2009 Financial Advisor @
Michael Graney Education
- San Diego State University
Master of Business Administration (MBA) (Accounting and Finance)
2013-2015 - California State University, Fullerton
BA (Psychology)
1994-1998
Michael Graney Skills
- Retirement Planning
- Estate Planning
- Finance
- Licensing
- Series 7
- Retirement
- Wealth Management
- Mutual Funds
- Series 63
- Investment Advisory
- Asset Allocation
- Strategic Financial Planning
- Customer Satisfaction
- Financial Services
- Financial Advisory
- Portfolio Management
- Financial Planners
- Financial Planning
- Investments
- Management
- Teaching
- SAN
- Marketing
- Microsoft Excel
- Customer Service
Michael Graney Summary
- Michael Graney, based in Encinitas, CA, US, is currently a portfolio manager at Laurel Wealth Advisors, Inc.. Michael Graney brings experience from previous roles at Poway Unified School District, San Dieguito Adult School, Ameriprise Financial Services, Inc. and Smith Barney. Michael Graney holds a 2013 - 2015 Master of Business Administration (MBA) in Accounting and Finance @ San Diego State University. With a robust skill set that includes Retirement Planning, Estate Planning, Finance, Licensing, Series 7 and more. Michael Graney has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Laurel Wealth Advisors, Inc. Employees
Lee Tripodi
Managing Principal
California, United States
Michael Graney
portfolio manager
Encinitas, CA, US
Jennifer Jones
Partner
Fort Mill, SC, US
Mary Zbinden
Investment Adivsor
Charlotte, NC, US
Emma Powers
Registered Investment Advisor
Charlotte, NC, US
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