Registered Representative @ (January 1988 - January 1995)
Sales Associate @ (January 1987 - January 1988)
Michael Pepper Education
California State University, Long Beach
Bachelor of Business Administration (BBA) (Finance and Financial Management Services)
Michael Pepper Skills
Certified Financial Planner
Life Underwriter Training Counsel
PIM Portfolio Manager
Retirement Planning
Asset Allocation
Wealth Management
Estate Planning Strategies
Investment Advisory
401k Rollovers
Portfolio Management
Estate Planning
Strategic Financial Planning
Investments
Wealth
Insurance
Wealth Management Services
Securities
Financial Planning
Finance
Series 7
Financial Services
Banking
Strategy
Financial Analysis
Risk Management
Marketing
Customer Service
Public Speaking
Microsoft Excel
Strategic Planning
Michael Pepper Summary
Michael Pepper, based in California, United States, is currently a Executive Director at Morgan Stanley. Michael Pepper brings experience from previous roles at Wells Fargo Advisors, Prudential Financial and Paine Webber. Michael Pepper holds a Bachelor of Business Administration (BBA) in Finance and Financial Management Services @ California State University, Long Beach. With a robust skill set that includes Certified Financial Planner, Life Underwriter Training Counsel, PIM Portfolio Manager, Retirement Planning, Asset Allocation and more. Michael Pepper has 1 emails on RocketReach.
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