Kim Melletat-Yencer Email and Phone Number
Kim Melletat-Yencer work email
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Kim Melletat-Yencer personal email
Kim Melletat-Yencer phone numbers
We are Raymond James. With all of the uncertainties of today, your financial future should not be one of them.Realizing your goals, no matter what shape they assume, requires having the financial means to make them happen. We are committed to the idea that a wealth management plan is a far broader concept than merely adding to your net-worth. It is a plan for achieving your goals throughout your life. We believe a conservative long-term approach to wealth management is our approach, and even the most carefully tailored financial plan is not a total success unless it reflects the trust, respect, and commitment between our clients and The Moss Financial Group.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additionaldisclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPCSpecialties: Wealth Management, Retirement Planning, Retirement Distributions, 401k, Annuities, Life and Long Term Care Insurance, Trust and Philanthropic Planning
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 12938
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Vice President, Investments At Raymond James & AssociatesRaymond James Jan 2006 - Present325 N Woodward Ave #320 Birmingham Mi 48009The Moss Financial GroupVice President, Investments at Raymond James & Associates
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Financial AdvisorUbs Wealth Management May 2000 - Jan 2006Wealth Management -
Financial AdvisorMerrill Lynch Jan 1990 - Jan 2000Financial Planning and Team Management -
AssociateThomson Mckinnon / Prudential Securities Jan 1988 - Jan 1990Team Management, Team Building, Seminar Prep, and Cold Calling
Kim Melletat-Yencer Skills
Kim Melletat-Yencer Education Details
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Oakland UniversitySchool Of Business Administration - Personal Financial Planning -
Financial PlanningFinance
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Financial Planning
Frequently Asked Questions about Kim Melletat-Yencer
What company does Kim Melletat-Yencer work for?
Kim Melletat-Yencer works for Raymond James
What is Kim Melletat-Yencer's role at the current company?
Kim Melletat-Yencer's current role is Vice President, Investments at Raymond James.
What is Kim Melletat-Yencer's email address?
Kim Melletat-Yencer's email address is ki****@****mes.com
What is Kim Melletat-Yencer's direct phone number?
Kim Melletat-Yencer's direct phone number is +172736*****
What schools did Kim Melletat-Yencer attend?
Kim Melletat-Yencer attended Oakland University, Financial Planning, Kaplan University.
What are some of Kim Melletat-Yencer's interests?
Kim Melletat-Yencer has interest in Volleyball, Water Skiing, Running.
What skills is Kim Melletat-Yencer known for?
Kim Melletat-Yencer has skills like Retirement Planning, Strategic Financial Planning, Wealth Management, Retirement, Series 7, Fixed Annuities, Investments, Asset Management, Alternative Investments, Life Insurance, Finance, 401k.
Who are Kim Melletat-Yencer's colleagues?
Kim Melletat-Yencer's colleagues are Joyce Chustz, Darianna Giannobile, Michael Adle, Jonathan Pierre, Lance Marcin, Derrik Coon, Mandy Moss.
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