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Russell S Heuchert

from Monroe, NC
Age ~60

Russell Heuchert Phones & Addresses

  • Monroe, NC
  • 4837 Water Oak Rd, Charlotte, NC 28211 (704) 770-0458
  • Wausau, WI
  • 4413 Clayborne Dr, Kalamazoo, MI 49009 (616) 372-6986
  • 1012 Downing Ct, Indian Trail, NC 28079
  • Matthews, NC
  • Union, NC
  • Spring Lake, MI
  • Lombard, IL
  • 1004 Matilda Ln, Indian Trail, NC 28079 (704) 821-1145

Work

Company: Exp realty Jul 2018 Position: Realtorâ and broker

Education

Degree: Bachelors, Bachelor of Business Administration School / High School: Western Michigan University 1993 to 1997 Specialities: Economics, Business Management, Finance

Skills

Certified Financial Planner • Wealth Management • Retirement Planning • Investments • Strategic Financial Planning • Asset Allocation • Estate Planning • Finance • Financial Planning • Investment Advisory • High Net Worth Individuals • Investment Strategies • Life Insurance • Portfolio Management • Wealth • Disability Insurance • Risk Management • Relationship Management • Banking • Mutual Funds • Insurance • Equities • Fixed Income • Financial Services • Wealth Accumulation • Investment Management • Financial Advisory • Iras • 401K • Financial Risk • Bonds • Senior Certified Financial Planner • Financial Markets • Financial Analysis • Personal Finance • Cfp • Ctfa • Investment Sales • Return on Investment • Wealth Preservation Planning • Wealth Transfer

Ranks

Certificate: Cfp®

Industries

Real Estate

Resumes

Resumes

Russell Heuchert Photo 1

Realtorâ And Broker

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Location:
1004 Matilda Ln, Indian Trail, NC 28079
Industry:
Real Estate
Work:
Exp Realty
Realtorâ and Broker

Aafmaa 2013 - 2015
Senior Certified Financial Plannertm and Senior Investment Strategist

Suntrust Bank 2011 - 2013
Senior Certified Financial Plannertm

Axa Equitable 2008 - 2011
Senior Certified Financial Plannertm

Various Financial Services Firms 1997 - 2008
Senior Investment Advisor
Education:
Western Michigan University 1993 - 1997
Bachelors, Bachelor of Business Administration, Economics, Business Management, Finance
Queens University of Charlotte
Cannon Financial Institute
Skills:
Certified Financial Planner
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Asset Allocation
Estate Planning
Finance
Financial Planning
Investment Advisory
High Net Worth Individuals
Investment Strategies
Life Insurance
Portfolio Management
Wealth
Disability Insurance
Risk Management
Relationship Management
Banking
Mutual Funds
Insurance
Equities
Fixed Income
Financial Services
Wealth Accumulation
Investment Management
Financial Advisory
Iras
401K
Financial Risk
Bonds
Senior Certified Financial Planner
Financial Markets
Financial Analysis
Personal Finance
Cfp
Ctfa
Investment Sales
Return on Investment
Wealth Preservation Planning
Wealth Transfer
Certifications:
Cfp®
Certified Trust and Financial Advisor
Cfp Board
American Bankers Association
Russell S Heuchert from Monroe, NC, age ~60 Get Report