Channing Pritchett
Chartered Retirement Planning Counselor Providing Tailored Investment Advice to Accredited Investors
- Role
- Financial Advisor at Edward Jones Us
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Channing Pritchett
My journey into financial planning began early. As a child, my grandparents rewarded…
Experience
Financial Advisor
Jan 2014 — Present
Build and expand client relationships by identifying client’s need and offering customized investment solutions based on in-depth knowledge of products and services.• Provide investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.• Partner with other functions and roles with the organization to drive additional business.• Develop and position mutual funds, fixed income products, and money management services to existing clients or leads.• Host conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of competitive products in the investment/consumer financial industry.• Review current and identify life insurance needs based on long term goals.• Series 7 license obtained.• Series 66 license obtained.
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Wayne State University
Bachelor's Degree
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