Clu Michael Zeiter Chfc Chsnc
Michael E Zeiter holds the following designations, ChFC, Chartered Financial Consultant, CLU, Chartered Life Underwriter, ChSNC, Chartered... | San Diego County, California, United States
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Clu Michael Zeiter Chfc Chsnc’s Emails mz****@ma****.com
Clu Michael Zeiter Chfc Chsnc’s Phone Numbers No phone number available.
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Clu Michael Zeiter Chfc Chsnc’s Location San Diego County, California, United States
Clu Michael Zeiter Chfc Chsnc’s Expertise Michael E Zeiter holds the following designations, ChFC, Chartered Financial Consultant, CLU, Chartered Life Underwriter, ChSNC, Chartered Special Needs Consultant, RIA, Registered Investment Advisor Series 7, 6, 63, 65 Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Michael coordinates efforts to assist sole proprietors, partnerships, corporations and retirees in establishing, maintaining, and funding tax-advantaged retirement plans, due to Michael's extensive experience in this area. Michael's areas of concentration include: • Comprehensive Financial Planning • Life and Disability Insurance Planning • Tax Planning • Estate Planning • Tax-Sensitive Investment Analysis • Portfolio Investment Analysis • Business Continuation Planning CA License # 0C87681 Also Serving: Arizona #1084251 / Nevada #503222 / Florida #W727847 / Texas #2080315 / Massachusetts #2026549 / Idaho #701664 / Illinois #3339301 / North Carolina #3339301 / South Carolina #3339301 / Ohio #1204939 / New York #LA-1547270 / New Jersey #3000954120 / New Mexico / Oregon # 3339301 / Colorado #800961 / Tennessee #3002460676 Securities and investment advisory services offered through Osaic Wealth, Inc., Inc. (OW) member FINRA/SIPC. OW is separately owned and other entities and/or marketing names, products or services referenced here are independent of OW. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.
Clu Michael Zeiter Chfc Chsnc’s Current Industry Osaic Wealth Management
Clu
Michael Zeiter Chfc Chsnc’s Prior Industry
Food And Beverage
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Foresters
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Massmutual Financial
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Metlife
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Greater Pacific Solutions
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Osaic Wealth Management
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Work Experience
Osaic Wealth Management
Financial Planner and Financial Services Representative
Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Greater Pacific Solutions
Professional and Financial Services Representative at Greater Pacific Solutions
Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Metlife
Financial Planner
Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Massmutual Financial
Financial Advisor
Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Foresters
Financial Services Representative
Wed Sep 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Food And Beverage
Owner Operator
Tue Sep 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Clu Michael Zeiter Chfc Chsnc Email Addresses
FAQ About Clu Michael Zeiter Chfc Chsnc
-
Clu Michael Zeiter Chfc Chsnc is located at
San Diego County, California, United States -
Clu Michael Zeiter Chfc Chsnc is a
Michael E Zeiter holds the following designations, ChFC, Chartered Financial Consultant, CLU, Chartered Life Underwriter, ChSNC, Chartered Special Needs Consultant, RIA, Registered Investment Advisor Series 7, 6, 63, 65 Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Michael coordinates efforts to assist sole proprietors, partnerships, corporations and retirees in establishing, maintaining, and funding tax-advantaged retirement plans, due to Michael's extensive experience in this area. Michael's areas of concentration include: • Comprehensive Financial Planning • Life and Disability Insurance Planning • Tax Planning • Estate Planning • Tax-Sensitive Investment Analysis • Portfolio Investment Analysis • Business Continuation Planning CA License # 0C87681 Also Serving: Arizona #1084251 / Nevada #503222 / Florida #W727847 / Texas #2080315 / Massachusetts #2026549 / Idaho #701664 / Illinois #3339301 / North Carolina #3339301 / South Carolina #3339301 / Ohio #1204939 / New York #LA-1547270 / New Jersey #3000954120 / New Mexico / Oregon # 3339301 / Colorado #800961 / Tennessee #3002460676 Securities and investment advisory services offered through Osaic Wealth, Inc., Inc. (OW) member FINRA/SIPC. OW is separately owned and other entities and/or marketing names, products or services referenced here are independent of OW. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line. Osaic Wealth Management -
Clu Michael Zeiter Chfc Chsnc currently works in the
Osaic Wealth Management -
Clu Michael Zeiter Chfc Chsnc specializes in
Michael E Zeiter holds the following designations, ChFC, Chartered Financial Consultant, CLU, Chartered Life Underwriter, ChSNC, Chartered Special Needs Consultant, RIA, Registered Investment Advisor Series 7, 6, 63, 65 Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Michael coordinates efforts to assist sole proprietors, partnerships, corporations and retirees in establishing, maintaining, and funding tax-advantaged retirement plans, due to Michael's extensive experience in this area. Michael's areas of concentration include: • Comprehensive Financial Planning • Life and Disability Insurance Planning • Tax Planning • Estate Planning • Tax-Sensitive Investment Analysis • Portfolio Investment Analysis • Business Continuation Planning CA License # 0C87681 Also Serving: Arizona #1084251 / Nevada #503222 / Florida #W727847 / Texas #2080315 / Massachusetts #2026549 / Idaho #701664 / Illinois #3339301 / North Carolina #3339301 / South Carolina #3339301 / Ohio #1204939 / New York #LA-1547270 / New Jersey #3000954120 / New Mexico / Oregon # 3339301 / Colorado #800961 / Tennessee #3002460676 Securities and investment advisory services offered through Osaic Wealth, Inc., Inc. (OW) member FINRA/SIPC. OW is separately owned and other entities and/or marketing names, products or services referenced here are independent of OW. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line. -
Clu Michael Zeiter Chfc Chsnc speaks the following languages:
No languages available. -
Clu Michael Zeiter Chfc Chsnc has prior experience in the following industries:
Greater Pacific Solutions , Metlife , Massmutual Financial , Foresters , Food And Beverage -
Clu Michael Zeiter Chfc Chsnc has the following professional experience:
Osaic Wealth Management , Greater Pacific Solutions , Metlife , Massmutual Financial , Foresters , Food And Beverage . -
You can view Clu Michael Zeiter Chfc Chsnc’s
LinkedIn profile at LinkedIn URL. -
Clu Michael Zeiter Chfc Chsnc’s work email addresses are
[email protected] . -
Clu Michael Zeiter Chfc Chsnc works at
Osaic Wealth Management
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