Michael Heath Email & Phone Number
Vice President | Partner | Divisional Supervisory Officer @ Steward Partners Global Advisory
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Michael Heath Location
- Saint Petersburg, FL, US
Michael Heath Work
- 2022 -now Vice President | Partner | Divisional Supervisory Officer @
- 2018 -2022 Advisory Supervision @
- 2015 -2018 Customer Service Representative @
- 2013 -2014 Sales Representative @
- 2009 -2013 Financial Representative @
- 2004 -2009 Financial Representative @ First Investors Corporation
- 1998 -2003 Bank Teller @ SunTrust
- 1994 -1996 Greeter @ Phil Kiser Funeral Home
Michael Heath Education
- Florida State University
Bachelor's degree (Finance, General)
2000-2002
Michael Heath Skills
- Series 24
- series 7
- Hold Series 7
- series 63
- series 6
- General Securities Principal
- Financial Services
- Finance
- Sales
- Financial Planning
- Banking
- Investments
- Retirement Planning
- Customer Service
- Mutual Funds
- Securities
- Leadership
- Wealth Management
- Public Speaking
- Management
- Microsoft PowerPoint
- Microsoft Excel
- Financial Analysis
- Life Insurance
- Trading
- Microsoft Word
- Insurance
- Asset Allocation
- Strategic Planning
- Teamwork
- Employee Training
- Workshops
- Group Presentations
- FINRA
- Customer Service Training
- Financial Operations
- Asset Management
- Portfolio Management
- Equities
- Time Management
- Team Building
- Variable Annuities
- FINRA Series 24
- hard working
- Series 66
- AIF
Michael Heath Summary
- Michael Heath, based in Saint Petersburg, FL, US, is currently a Vice President | Partner | Divisional Supervisory Officer at Steward Partners Global Advisory. Michael Heath brings experience from previous roles at Raymond James, INVEST Financial Corporation, Bluegreen Vacations and Benefit Consulting Group, LLC. Michael Heath holds a 2000 - 2002 Bachelor's degree in Finance, General @ Florida State University. With a robust skill set that includes Series 24, series 7, Hold Series 7, series 63, series 6 and more. Michael Heath has 1 emails and 1 mobile phone numbers on RocketReach.
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