Michael Sellers
Investment Advisor Representative
- Role
- Investment Advisor Representative at Semmax Financial Group, Inc
- Location
- Concord, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Michael Sellers
Certified Financial Planner (CFP®) and sales leader dedicated to helping clients navigate complex financial landscapes. I specialize in integrating investment strategy, tax efficiency, and estate planning with tailored straightforward solutions to build and protect long-term wealth.
Experience
Investment Advisor Representative
Jan 2022 — Present · Winston-Salem, NC, US
Education
Wake Forest University
Bachelor of Arts, Economics
1989 — 1993
Skills
- Credit
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Customer Service
- Retirement Planning
- Investment Brokerage
- Consumer Lending
- Real Estate
- Personal Financial Planning
- Insurance
- Commercial Lending
- Needs Analysis
- Cross Selling
- Financial Services
- Investment Advisory
- Certified Financial Planner
- Etfs
- Securities
- Series 7
- Banking
- Mutual Funds
- Financial Advisory
- Sales
- Relationship Management
- Series 63
- Business Development
- Wealth Management
- Business Analysis
- Investments
- New Business Development
- Credit Analysis
- Retirement Plan Consulting
- Qualified Retirement Plans
- Portfolio Management
- Credit Risk
- Loans
- Finance
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