Michael Watnee
- Role
- Banfana
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Present
Education
University of South Carolina
Bachelor’s Degree, Finance, Management, and Marketing
2010 — 2014
Skills
- Series 7 Registraton
- Series 66 Registration
- 401(K), 403(B), Sep & Simple Iras
- Annuities (Fixed & Variable)
- Asset Allocation
- Business Continuation Strategies
- Buy-Sell Agreements
- Buy-Sell Review
- College Funding Strategies
- Deferred Compensation Plans
- Disability Income Insurance
- Estate Planning
- Executive Benefit Strategies
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- Iras (Traditional & Roth)
- Key Person Insurance
- Long Term Care Insurance
- Mutual Funds
- Pension Plans
- Retirement Planning
- Salary Continuation
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insrance
- Universal Life Insurance
- Wealth Accumulation
- Whole Life Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.