Michael Promis

Michael Promis

Vice President - Financial Consultant
Fairfield, Connecticut, United States

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Work Experience

Charles Schwab

Vice President - Financial Consultant

2022-12-01 - Present

TD Ameritrade

Senior Financial Consultant

2012-08-01 - Present

SJS Corporation / First Allied Securities

Operations Group Head

2011-12-01 - 2012-08-01

Citi Personal Wealth Management

Investment Consultant

2010-06-01 - 2012-01-01

Ameriprise Financial

Financial Advisor, CRPC®

2005-11-01 - 2010-09-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English