Michael Graham, Cfp Email and Phone Number
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As the President of MSTC, I work with community-minded financial institutions to help them increase their non-interest income by building and managing successful investment services divisions. As a growing independent broker/dealer, we are always looking for talented financial advisors to join our team and take their careers to the next level. We offer superior training and mentoring to our advisors to help them achieve a higher level of success. I aim to maintain a rewarding working environment where hard work, honesty, integrity, and the desire to better one’s self are strongly valued. I don’t like complacency, and I expect the same from the people I work with. We strive for excellence every day.I began my career as a financial consultant at JGA, where I continue to work with individuals and businesses to help them develop a plan to reach their financial goals. I research solutions and provide clients with a diversity of custom-tailored options so that they may make the best decision for their situation. Values like integrity, personal accountability, open communication, and responsibility are priorities for me, and are the foundation of John Graham & Associates.
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President,CfpJohn Graham And AssociatesEast Peoria, Il, Us -
President & Co-Founding MemberMidwestern Securities Trading Company, Llc Apr 2000 - PresentEast Peoria, IlI was the driving force behind the creation of Midwestern Securities Trading Company (MSTC), an introducing, fully disclosed broker/dealer, registered investment advisor and insurance agency. My partners and I created MSTC after we thoroughly searched for a broker/dealer to affiliate our investment firm with and could not find one we thought we give us the level of service we deserved. To this day we continue to focus on providing outstanding service to the institutions and independent firms that hire us. Community-focused banks and credit unions hire MSTC to grow their fee income while providing a needed service to their customers/members that can reduce the financial institution's customer attrition rate. Our turn-key model is appropriately labeled Grow & Protect with MSTC™, as that is what we help our partners accomplish. We help them grow their income while protecting their most valued asset, their customer/member base, from shopping at their competition. MSTC also specializes in providing unparalleled support and back office services to independent registered representatives and investment advisory representatives. We have a thorough and diligent process to provide the "partnership" strong reps want, allowing them to focus on working with clients, not worrying about their back office. MSTC's strong principal to rep ratio allows for the attention to detail a strong service model requires.Check out our company page to learn more. -
President,CfpJohn Graham And Associates May 1996 - PresentEast Peoria, IlI started JGA with my dad, John, in 1996. For my entire career I have been helping people plan for their financial future. At JGA, we believe in looking at the whole picture. I help my clients find solutions tailored to their specific needs, including retirement income planning, education savings, tax-advantaged investments, charitable giving, and more. I enjoy meeting new clients and discovering how I can help them achieve their goals. Securities, Insurance and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC. Member FINRA/SIPC. MSTC and JGA are affiliated.Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Some third-party posts may be reviews or testimonials. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients.
Michael Graham, Cfp Skills
Michael Graham, Cfp Education Details
Frequently Asked Questions about Michael Graham, Cfp
What company does Michael Graham, Cfp work for?
Michael Graham, Cfp works for John Graham And Associates
What is Michael Graham, Cfp's role at the current company?
Michael Graham, Cfp's current role is President,CFP.
What is Michael Graham, Cfp's email address?
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What is Michael Graham, Cfp's direct phone number?
Michael Graham, Cfp's direct phone number is +130969*****
What schools did Michael Graham, Cfp attend?
Michael Graham, Cfp attended Loras College, Loras College.
What are some of Michael Graham, Cfp's interests?
Michael Graham, Cfp has interest in Collecting Antiques, Tae Kwon Do, Reading, Shooting, Sports, The Arts, Fishing, Cooking, Electronics, Outdoors.
What skills is Michael Graham, Cfp known for?
Michael Graham, Cfp has skills like Investments, Finance, Customer Service, Management, Strategic Planning, Financial Analysis, Banking, Insurance, Securities, Strategic Financial Planning, Investment Advisory, Retirement.
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Michael Graham, CFA, CFP®
Los Angeles, Ca
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