Michael E. Robinson

Financial Services Professional at Apogee Financial Partners @Apogee Financial Partners

Atlanta, GA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2020 — Present

Financial Services Professional at Apogee Financial Partners @Apogee Financial Partners

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Atlanta, GA, US

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services• Retirement analysis and programs• Estate strategies• Employee benefit and retention services• Business continuation strategies• Trust servicesMichael Robinson is a Registered Representative of and offers securities solely through Equity Services, Inc, 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30••••••••00. Apogee Financial Partners is independent of Equity Services, Inc.

EDUCATION

N/A

The American College of Financial Services

ChFC, Chartered Financial Consultant

2017 — 2019

University of Georgia - Terry College of Business

Certified Financial Planning

2012 — 2017

Georgia State University

Bachelor of Business Administration (B.B.A.), Risk Management and Insurance

SKILLS

Wealth ManagementSalesInvestment AdvisoryStataStrategic Financial PlanningAsset AllocationMutual FundsAsset ManagementSeries 7EquitiesSeries 63InvestmentsPortfolio ManagementFinanceSecuritiesInvestment StrategiesAlternative InvestmentsRetirement PlanningFixed IncomeFinancial Advisory

ABOUT MICHAEL E. ROBINSON

I offer total financial needs analysis through a network of experienced professionals…

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