Stephen Avery Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Q3 Advisors
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Stephen Avery Location
- United States
Stephen Avery Work
- 2023 -now CERTIFIED FINANCIAL PLANNER™ @
- 2017 -2024 CERTIFIED FINANCIAL PLANNER™ @
- 2004 -2017 Divisional Vice President - External Wholesaler @ The Hartford, Nationwide, American General
- 1999 -2004 Financial Advisor @ Smith Barney
- now Professional Football Player @ Pittsburgh Steelers, Houston Oilers, Green Bay Packers
Stephen Avery Education
- College for Financial Planning
Certified Retirement Planning Counselor (Certified Retirement Plan Couselor)
2016-2016 - The American College
Certified Financial Planner® and Chartered Financial Consultant® (Financial Planning and Services)
2010-2012 - Northern Michigan University
Bachelor Of Science (Business Management)
1984-1989
Stephen Avery Skills
- Series 7
- Consulting
- Portfolio Management
- Retirement Planning
- FINRA
- Finance
- Wealth Accumulation
- Microsoft Office
- Financial Advisory
- Insurance
- Sales Management
- Marketing Strategy
- Musician
- Motivational Speaking
- Sales
- Sales Operations
- Retirement
- Series 63
- Leadership
- Team Building
- 401k
- Financial Services
- Life Insurance
- Marketing
- Mutual Funds
- Recruiting
- Business Development
- Fixed Annuities
- Asset Allocation
- Variable Annuities
- Strategic Planning
- Public Speaking
- Financial Analysis
- Research
- 401K Retirement Savings Plans
- Trading
Stephen Avery Summary
- Stephen Avery, based in United States, is currently a CERTIFIED FINANCIAL PLANNER™ at undefined. Stephen Avery brings experience from previous roles at DSF Wealth Management Group LLC, The Hartford, Nationwide, American General, Smith Barney and Pittsburgh Steelers, Houston Oilers, Green Bay Packers. Stephen Avery holds a 2016 - 2016 Certified Retirement Planning Counselor in Certified Retirement Plan Couselor @ College for Financial Planning. With a robust skill set that includes Series 7, Consulting, Portfolio Management, Retirement Planning, FINRA and more. Stephen Avery has 4 emails and 2 mobile phone numbers on RocketReach.
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