Michael Wegener Email & Phone Number
First Vice President - Wealth Management @ Raymond James
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Michael Wegener Location
- City, MI, US
Michael Wegener Work
- 2018 -now First Vice President - Wealth Management @
- 2010 -2018 First Vice President - Investments @
- 1999 -2010 Brokerage Director @
Michael Wegener Education
- Wayne State University
MBA
1984-1988 - Michigan State University
B.A. (Accounting)
1978-1980
Michael Wegener Skills
- Retirement
- Financial Advisory
- Mutual Funds
- 401k
- Life Insurance
- Securities
- Asset Allocation
- Leadership
- Series 63
- Financial Modeling
- Management
- Term Life Insurance
- Sales
- Asset Management
- Business Development
- Microsoft Excel
- Series 6
- Customer Service
- Investment Advisory
- Wealth
Michael Wegener Summary
- Michael Wegener, based in Bay City, MI, US, is currently a First Vice President - Wealth Management at Raymond James. Michael Wegener brings experience from previous roles at Wells Fargo Advisors and Capitas Financial. Michael Wegener holds a 1984 - 1988 MBA @ Wayne State University. With a robust skill set that includes Retirement, Financial Advisory, Mutual Funds, 401k, Life Insurance and more. Michael Wegener has 3 emails and 2 mobile phone numbers on RocketReach.
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