Michael Olson Awma is a eficient professional, who works in Vima Financial Services main office of which is in 23. on the position of Financial Planner from 2019. Michael gained professional experience in more than eight positions at various companies. Michael Olson Awma went to the College For Financial Planning and was studying from 2017 to 2018. Michael has the following professional qualifications: Certificed Financial Planner, Accredited Investment Fiduciary® (Aif®), and Accredited Wealth Management Advisorsm. Buffalo Grove, Illinois is the city, where this expert was lastly known to be living. The person's phone number and email are easily accessed through this website by request.
Name variants:
Mikael Awma,
Mychael Awma,
Mike Awma,
Mikey Awma,
Mick Awma,
Mickey Awma,
Micky Awma,
Michl Awma,
Mischa Awma
Last updated Jan 08, 2024
Contact Information
Last Update
Jul 17, 2022
Location
Buffalo Grove, IL
Company
Vima Financial Services
Workplace
Financial Planner
Work History
Certified Financial Planner Cfpâ
425 Huehl Rd UNIT 14B, Northbrook, IL 60062
As a Financial Planner, I provide the following value to my clients:
Suitable asset allocation using a broadly diversified portfolio
Cost-effective implementation
Monitoring & Rebalancin...
May 2011 — Nov 2018
Financial Advisor
200 Park Ave, New York, NY 10016
I assessed the financial needs of individuals as well as business owners and help them with investments (such as stocks, bonds and alternative investments), tax laws, and insurance decisions...
2009 — 2010
President
Opened and operated small independent insurance and financial service company. Cultivated new business, established strategic sales plans, and, conducted extensive research to provide client...
Mar 2003 — Oct 2005
Financial Consultant
200 north Sepulveda Blvd SUITE 1300, El Segundo, CA 90245
Cultivated new business, establishing strategic sales plans, and, conducted extensive research to provide clients with optimum choice, service and product knowledge.
Mar 2002 — Oct 2005
Investment Advisor Representative
Worked in the area of deferred compensation, defined benefit and defined contribution using cutting edge tax strategies. Cultivate new business leads, managed client relationships and conduc...
Mar 2002 — Oct 2003
Investment Advisor Representative
Specialized in retirement, pension and health care plan sales, structure and setup. Included sales of life and annuity insurance.
Feb 2001 — Mar 2002
Resource Expert
100 Vanguard Blvd, Valley Forge, PA
Assisted internal and external clients as knowledge base resource on all matters involving traditional and Roth IRAs which included tax structure and asset allocation modeling. Vanguard fund...
May 1999 — Oct 2000
Education
2017 — 2018
2016 — 2018
2012 — 2013
2010 — 2012
1988 — 1994
1982 — 1986
Occupations
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Certified Financial Planner
Recognition
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Skills
Alternative Investments
Estate Planning
Financial Advisory
Series 63
Pensions
Bonds
Fixed Income
Insurance
Retirement Planning
Financial Planning
Portfolio Management
Annuities
Investments
Finance
Unified Managed Accounts
401K
Asset Allocation
Investment Advisory
Strategic Planning
Wrap Accounts
Wealth Management
Equities
Mutual Funds
Ira's
High Net Worth Individuals
Investment Strategies
Risk Management
Asset Management
Wealth Accumulation
Separately Managed Accounts
Sma
Asset
Customer Service
Defined Benefit
Long Term Care
Executive Compensation
Disability Insurance
Wealth
Succession Planning
Management
Insurance Planning
Term Life Insurance
Health Insurance
Retirement
Options
Series 7
Employee Benefits
Securities
FAQs about Michael Olson Awma
What's the main profession of Michael Olson Awma?
Michael is a Financial Planner.
What jobs is Michael Olson Awma proficient at at?
The expert is a professional such jobs as Financial Broker and Financial Planner.
Where is Michael Olson Awma currently located?
The expert is located in Buffalo Grove, Illinois.
Where did Michael Olson Awma work?
Michael worked at Vima Financial Services, Platinum Wealth Solutions Chicago Llc.
What education does Michael Olson Awma have?
Michael studied at the College For Financial Planning from 2017 to 2018.
Are there any professional certifications Michael Olson Awma has?
Michael Olson Awma received the following certifications: Certificed Financial Planner, Accredited Investment Fiduciary® (Aif®), and Accredited Wealth Management Advisorsm.
What languages does Michael Olson Awma speak?
Michael Olson Awma speaks English.
What is professional industry that Michael Olson Awma worked in?
Michael works in Financial Services industry.