Marc Lammy is a high-skilled professional, working in Ramsey Solutions, A Dave Ramsey Company main office of which is in 15. as a Smartvestor Pro since 2019. This person has earned professional experience in more than eight positions at various companies. Marc Lammy went to the University of Missouri - Columbia and was studying there from 1978 to 1979. Marc Lammy has such professional qualifications as Series 6, 7, 63 and 65, Life and Health Licenses, and Smartvestor Pro. Columbia, Missouri is the area, where the professional was known to live. This expert's phone and email are easily accessed through this website by request.
Name variants:
Mark Lammy
Last updated May 31, 2024
Contact Information
Last Update
Jul 8, 2022
Email
la**@apex-fin.com
Location
Columbia, MO
Company
Ramsey Solutions, A Dave Ramsey Company
Workplace
Smartvestor Pro
Work History
Smartvestor Pro
1749 Mallory Ln, Brentwood, TN 37027
Endorsed Local Provider. As a SmartVestor Pro, I am committed to educating and empowering consumers. I am an independent financial advisor who can shop around to help you reach your goals. W...
from Mar 2019
Financial Advisor and Financial Planner and Financial Consultant and Insurance Consultant
1120 west Lake Cook Rd SUITE A, Buffalo Grove, IL 60089
As one of the founding partners of APEX Financial, L.L.C. I help my clients with risk management issues. This includes life and disability insurance planning and long term care planning. As ...
from Jan 2004
Financial Advisor and Financial Planner Preparing You For A 30-Year Retirement
I have been working with individuals and families with their investment strategies, as well as their insurance and estate-planning issues since 1997. While I work with a wide variety of clie...
from Jan 2004
Financial Advisor and Invesment Advisor
I advised clients on investments and insurance issues. I worked with clients on retirement planning, college planning and risk management.
Sep 2001 — Dec 2003
Financial Advisor and Investment Advisor
711 High St, Des Moines, IA 50392
I worked with clients on investment and insurance issues. I developed comprehensive financial plans to help my clients plan for their future with confidence.
Jul 1997 — Aug 2001
Executive Director
Directed all operations for non-profit credit counseling agency for persons in financial distress. CCCS achieved 900% growth during my tenure and expanded from one location to four. Clients'...
Jul 1989 — Jun 1997
Adjunct Instructor
Columbia, MO
I taught a class on vocational placement of persons with disabilities for the Rehabilitation Counseling Program at MU.
Aug 1987 — Jan 1989
Program Manager and Job Placement Director and Director of Rehabilitation Services
I had several positions at Advent Enterprises, a vocational rehabilitation agency for persons with disabilities. I began working with clients to help them learn job and independent living sk...
Apr 1982 — May 1988
Education
1978 — 1979
1974 — 1978
Occupations
Financial Broker
Financial Consultant
Health Specialist
Certified Nurse Aide
Advisor
Accountant
Finance and Accounting Specialist
Financial Planner
Counselor
Financial Services Professional
Financial Services Sales Agent
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Skills
Independent Advisor
Investments
Portfolio Management
Income Generating Portfolios
Investment Advisory
Financial Planning
Retirement Planning
Retirement Income Strategies
401K
401K Rollovers
401K Consulting
Retirement Solutions
Iras
Simple Iras
Sep Iras
Roth Iras
Ira Rollovers
Succession Planning
Medicare Supplements
Medicare Prescription Drug Plans
Medicare Advantage
Alternative Investments
Group Benefit Plans
College Education Planning
529 Plans
Strategic Planning
Estate Planning
Insurance
Long Term Care Insurance
Life Insurance
Disability Insurance
Research
Risk Management
Customer Service
Budgets
Negotiation
Personal Development
Public Speaking