Mikiel Featherston work email
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PlanningWorks delivers personalized investment advice through an extensive financial planning and investment strategy process designed to help clients assess their current financial situation, analyze their life goals and implement sound, long-term strategies.
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Founder And CeoPlanning WorksAustin, Tx, Us -
Founder/CeoPlanning Works Jan 2000 - PresentAustin, Tx, UsMikiel listens to what our clients say but has the insight to hear what they do not say. He has a passion for developing business succession plans and developing financial plans for individuals, trusts and small businesses.He has extensive experience in strategic consulting, including personal wealth management and business valuation and transition planning. He has a unique blend of knowledge and experience that allows us to see beyond single solutions to meet personal or business goals.Disclosure: Investment Advisory services offered through, Planning Works Advisory Inc. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Planning Works Advisory Inc., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, GA, IL, OH, PA, SC, TN and TX. If your resident state is not listed, please contact us at operations@planningworksinc.com. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.
Mikiel Featherston Skills
Mikiel Featherston Education Details
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The University Of Texas At AustinAccounting -
Richard King High School, Corpus Christi, Tx
Frequently Asked Questions about Mikiel Featherston
What company does Mikiel Featherston work for?
Mikiel Featherston works for Planning Works
What is Mikiel Featherston's role at the current company?
Mikiel Featherston's current role is Founder and CEO.
What is Mikiel Featherston's email address?
Mikiel Featherston's email address is mikiel3@me.com
What is Mikiel Featherston's direct phone number?
Mikiel Featherston's direct phone number is +151249*****
What schools did Mikiel Featherston attend?
Mikiel Featherston attended The University Of Texas At Austin, Richard King High School, Corpus Christi, Tx.
What skills is Mikiel Featherston known for?
Mikiel Featherston has skills like Certified Funds Specialist, Certified Annuity Specialist, Certified Estate Planner, Master Certified Estate Planner, Series 7, Series 63, Series 65.
Who are Mikiel Featherston's colleagues?
Mikiel Featherston's colleagues are Lindsey Mccasland.
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