Roger David Email & Phone Number
Financial Advisor @ Rinvelt & David,LLC
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Roger David Location
- Grand Rapids, MI, US
Roger David Work
- Financial Advisor @ (October 1995 - Present)
Roger David Education
- University of Michigan - Stephen M. Ross School of Business
BBA (Business Administration - Finance)
1988-1991 - Creston High School 1982-1986
Roger David Skills
- Asset Allocation
- Asset Managment
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- General Securities Principal
- General Securities Registered Representative
- General Securities Sales Supervisor
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Personal Financial Planning
- Personal Tax Planning
- Portfolio Management
- Retirement Planning
- Securities
- Series 24
- Series 7
- Strategic Financial Planning
- Wealth Management
Roger David Summary
- Roger David, based in Grand Rapids, MI, US, is currently a Financial Advisor at Rinvelt & David, LLC. Roger David holds a 1988 - 1991 BBA in Business Administration - Finance @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Asset Allocation, Asset Managment, Employee Benefits, Estate Planning, Finance and more. Roger David has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Rinvelt & David,LLC Employees
Jason Tresh
Director of Operations
Grand Rapids, MI, US
Julie Wagemaker
Office Manager
Grand Rapids, MI, US
Jacob Rinvelt
Senior Financial Professional | CFP®
Grand Rapids, MI, US
Roger David
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Makena Doxey
Administrative Assistant and Scheduler
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