Harvey Nuttall
- Role
- Financial Advisor at Sigma Financial Corporation
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Harvey Nuttall
As a financial advisor and Chartered Financial Consultant® and Accredited Investment…
Experience
Financial Advisor
Aug 2018 — Present
As a financial advisor and Chartered Financial Consultant® at UPSTREAM Investment Partners, I work hard to help others meet their financial goals. Some of the areas I work within are:*Retirement Planning *Estate Planning *Financial Planning *Asset Management *Life Insurance Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help build wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.
Education
The American College of Financial Services
ChFC® (Chartered Financial Consultant®), Financial Planning and Services
2009 — 2015
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