Harold Dennis Rotary Crc®[~Lion™~]

Harold Dennis Rotary Crc®[~Lion™~] Email and Phone Number

Assistant Vice President - Flagstar Wealth Services @ Flagstar Bank
Birmingham, MI, US
Harold Dennis Rotary Crc®[~Lion™~]'s Location
Birmingham, Michigan, United States, United States
Harold Dennis Rotary Crc®[~Lion™~]'s Contact Details

Harold Dennis Rotary Crc®[~Lion™~] work email

Harold Dennis Rotary Crc®[~Lion™~] personal email

Harold Dennis Rotary Crc®[~Lion™~] phone numbers

About Harold Dennis Rotary Crc®[~Lion™~]

I am responsible for covering 7 branches in Oakland County, Michigan as a financial advisor helping individuals and businesses with income and accumulation goals.Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products will help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re looking for life insurance protection. I will provide to you a new level of attention, insight and capability.HDennis.Rotary@flagstar.comInvestment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Investment & Insurance Services at Flagstar Bank is a trade name of Flagstar Bank. Infinex is not affiliated with Flagstar Bank. Certain insurance products are offered through Douglas Insurance Agency, doing business as Flagstar Investment & Insurance Services, which is affiliated with Flagstar Bank. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Harold Dennis Rotary Crc®[~Lion™~]'s Current Company Details
Flagstar Bank

Flagstar Bank

View
Assistant Vice President - Flagstar Wealth Services
Birmingham, MI, US
Website:
flagstar.com
Employees:
7298
Harold Dennis Rotary Crc®[~Lion™~] Work Experience Details
  • Flagstar Bank
    Assistant Vice President - Flagstar Wealth Services
    Flagstar Bank
    Birmingham, Mi, Us
    View
  • Flagstar Bank
    Assistant Vice President Sales - Flagstar Investment & Insurance Services
    Flagstar Bank Aug 2017 - Present
    Hicksville, Ny , Us
    I am responsible for covering 7 branches in Oakland County, Michigan as a financial advisor helping individuals and businesses with income and accumulation goals.Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products will help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re looking for life insurance protection. I will provide to you a new level of attention, insight and capability.
    View
  • Infinex Financial Group
    Financial Consultant, Investment Advisor Representative
    Infinex Financial Group Aug 2017 - Present
    Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Investment & Insurance Services at Flagstar Bank is a trade name of Flagstar Bank. Infinex is not affiliated with Flagstar Bank. Certain insurance products are offered through Douglas Insurance Agency, doing business as Flagstar Investment & Insurance Services, which is affiliated with Flagstar Bank. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
  • Biztravelsolutions
    Brand Ambassador
    Biztravelsolutions Feb 2016 - Present
    New York , Ny, Us
    View
  • Answer Those Financial Questions
    Creator, Moderator
    Answer Those Financial Questions Jan 2009 - Present
    Answer those Financial Question is a LinkedIn Group self explanatory from its name. Any question you have with reference to finances are welcome in this group. The vision is to add moderators from all aspects of finance. Please join and be a participant.
  • Right To Life Of Michigan
    Volunteer
    Right To Life Of Michigan Apr 2003 - Dec 2020
    Audio / Video set-up and operation for major fundraising events
  • Regal Investment Advisors
    Investment Advisor Representative, Fiduciary Standard
    Regal Investment Advisors Mar 2015 - Aug 2017
    Kentwood, Mi, Us
    Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Capital Management Alliance is independent of Regulus Advisors and Regal Investment Advisors.
    View
  • Capital Management Alliance
    Chief Executive Officer
    Capital Management Alliance Jan 1980 - Aug 2017
  • Regulus Advisors Llc
    Registered Representative
    Regulus Advisors Llc Mar 2015 - Jun 2017
    Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Capital Management Alliance is independent of Regulus Advisors and Regal Investment Advisors.
  • Mid America Financial Services
    Investment Advisor Representative
    Mid America Financial Services Aug 2011 - Feb 2015
    Securities offered throughMidAmerica Financial Services, Inc.1007 E. 20th Street, Joplin, MO 64804Toll Free (888) 526-2001Member FINRA & SIPC.
  • Linsco Private Ledger (Lpl)
    Investment Advisor Representative
    Linsco Private Ledger (Lpl) Jan 1997 - Jan 2011
    Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.NOTABLE ACCOMPLISHMENTS Responsible for sales and service of all investments and security related insurance. Team handled over $750,000,000 assets under management. Personally consulted, managed and serviced clients with greater than $250,000 in invest-able assets. Led case management and sales process for estate and charitable planning.
  • Liberty Union Insurance Company
    Agent Of The Year
    Liberty Union Insurance Company Dec 2006 - Dec 2010
    Executive B2B consulting and sales
  • Flexible Plan Investments
    Top Agency Producer
    Flexible Plan Investments Jan 2000 - Jan 2010
    Was #1 of 75 indepedent representatives in consulting and sales to high-net worth individuals
  • Oakland Christian School
    Folk Committee
    Oakland Christian School 2006 - 2009
    Served as liason between existing families and new families to bring community spirit.
  • Timothy Plan Funds
    Certified In Stewardship Training
    Timothy Plan Funds Jun 2004 - Jul 2008
    Certified to train a 9-13 hour extensive stewardship series for anyone interested in lining up their money with their morals.
  • Charitable Funding Inc.
    Board Member
    Charitable Funding Inc. Feb 2003 - Feb 2005
    Board Member
  • Charitable Funding Institute
    Vice President
    Charitable Funding Institute Jan 2001 - Jan 2003
    Vice-President Non-Profit Organization
  • Marriage Our Mission
    Treasurer
    Marriage Our Mission Jan 2001 - Jan 2003
    Treasurer-Non Profit organization
  • Marriage Our Mission
    Board Member
    Marriage Our Mission Jan 2001 - Jan 2003
    Board Member - Non-Profit Organization
  • Preserve Our Posterity
    Board Member
    Preserve Our Posterity Jan 2001 - Jan 2003
    Board Member - Non-Profit Organization
  • Ecadamy
    Member
    Ecadamy 2000 - 2000
    Networking Organization
  • Equitable Of New York (Now Axa)
    Registered Representative, District Manager
    Equitable Of New York (Now Axa) Jan 1980 - Jan 1997
    As District Manager, I worked with all sectors of small business addressing health and pension needs, including all levels of variable life in Michigan. I trained other representatives, one of whom is now one of the top producing external wholesalers for Jackson National Life Insurance Company.NOTABLE ACCOMPLISHMENTS 1st agent to sell variable universal life insurance in Michigan Defined benefit and deferred compensation pension/profit sharing (401)K management
  • Village Square Homes
    Board President Of Village Square
    Village Square Homes Jan 1980 - Jan 1988
    Presided over a housing community of over 350 families.

Harold Dennis Rotary Crc®[~Lion™~] Skills

Investments Strategy Entrepreneurship Training Strategic Financial Planning Management Wealth Management Retirement Planning Portfolio Management Financial Planning Business Planning Financial Services Strategic Planning Retirement Employee Benefits Alternative Investments Indexing Insurance Consulting Investment Advisory Estate Planning Finance Microsoft Office Wealth Preservation Strategies Product Development Health Insurance Investment Strategies Mutual Funds Tax Deferred Exchanges Powerpoint Small Business Financial Advisory Adobe Creative Suite Iras Retirement Income Strategies Morningstar Defined Contribution Income Protection Wealth Preservation Planning Insurance Consulting Biblical Studies Deferred Compensation Divorce Planning Wealth Social Media 401k Rollovers Ira Rollovers Charitable Giving Strategies Board Guitarist

Harold Dennis Rotary Crc®[~Lion™~] Education Details

  • Regis University
    Regis University
    Computer Science
  • Eisenhower High School
    Eisenhower High School
    College Prep
  • State And Federal
    State And Federal

Frequently Asked Questions about Harold Dennis Rotary Crc®[~Lion™~]

What company does Harold Dennis Rotary Crc®[~Lion™~] work for?

Harold Dennis Rotary Crc®[~Lion™~] works for Flagstar Bank

What is Harold Dennis Rotary Crc®[~Lion™~]'s role at the current company?

Harold Dennis Rotary Crc®[~Lion™~]'s current role is Assistant Vice President - Flagstar Wealth Services.

What is Harold Dennis Rotary Crc®[~Lion™~]'s email address?

Harold Dennis Rotary Crc®[~Lion™~]'s email address is h.****@****tar.com

What is Harold Dennis Rotary Crc®[~Lion™~]'s direct phone number?

Harold Dennis Rotary Crc®[~Lion™~]'s direct phone number is (248)-462*****

What schools did Harold Dennis Rotary Crc®[~Lion™~] attend?

Harold Dennis Rotary Crc®[~Lion™~] attended Regis University, Eisenhower High School, State And Federal.

What skills is Harold Dennis Rotary Crc®[~Lion™~] known for?

Harold Dennis Rotary Crc®[~Lion™~] has skills like Investments, Strategy, Entrepreneurship, Training, Strategic Financial Planning, Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Business Planning, Financial Services.

Who are Harold Dennis Rotary Crc®[~Lion™~]'s colleagues?

Harold Dennis Rotary Crc®[~Lion™~]'s colleagues are Jamie Nichols, Lyn Wyka, Andrew Footer, Pmp, Csm, Cspo, William. Mccormick, Guntur Radhakrishnan Kalpana, Latrina Lawrence, Dee Ward.

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