Steve Sicklesteel
Gestionnaire de Portefeuille-Actions chez DeSERANNO Corp.
Profil
Mr. Steven A.
Sicklesteel is a Wealth Planner at DeSERANNO Corp.
He works closely with our clients to develop and implement customized financial planning strategies to meet their personal goals, incorporating investment portfolio design, coordination of estate plans, education planning, cash flow planning, risk management, retirement, and tax planning.
He is responsible for delivering the highest-quality planning services to DeSERANNO clients.
Before joining DeSERANNO, he worked in numerous capacities for Ford Motor Credit Company.
He received a Bachelor’s degree in Finance from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER designation.
Postes actifs de Steve Sicklesteel
| Sociétés | Poste | Début |
|---|---|---|
DeSERANNO Corp.
 DeSERANNO Corp. Investment ManagersFinance DeSERANNO Corp. (dba DeSERANNO Wealth Management) is an independent, SEC-registered investment advisory firm headquartered in Grosse Pointe Farms, Michigan. The firm was founded by Don DeSeranno in 1999. DeSERANNO Wealth Management offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/04/2007 |
Formation de Steve Sicklesteel
| Michigan State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
DeSERANNO Corp.
DeSERANNO Corp. Investment ManagersFinance DeSERANNO Corp. (dba DeSERANNO Wealth Management) is an independent, SEC-registered investment advisory firm headquartered in Grosse Pointe Farms, Michigan. The firm was founded by Don DeSeranno in 1999. DeSERANNO Wealth Management offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |