Mike Menke
Financial Advisor at UnionBanc Investment Services
- Role
- Financial Advisor at Unionbanc Investment Services at Union Bank
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mike Menke
Active Series 6, 7, 63, 66 & 9/10 Licenses Accredited Asset Management Specialist…
Experience
Financial Advisor at Unionbanc Investment Services
Sep 2021 — Present
Education
Buena Vista University
BA
1997 — 2002
Skills
- Insurance
- Mortgage
- Asset Allocation
- Mutual Funds
- Customer Relations
- Fixed Annuities
- Strategic Financial Planning
- Health Insurance
- Wealth Management
- Investment Advisory
- Portfolio Management
- Asset Management
- Life Insurance
- Investments
- Financial Planning
- Mortgage Lending
- Retirement Planning
- Customer Service
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