Stephen Machanic
Charlotte
Summary
Proven Financial Advisor with 8+ years of experience. Currently maintain a client base of over 550 individuals,
Series 7
Series 63
Series 6
CFP Candidate March 2024
Overview
9
9
years of professional experience
Work History
Financial Advisor
Northwestern Mutual Wealth Management
05.2015 - Current
Education
Bachelor of Arts - Marketing
Appalachian State University
Boone, NC05.2015
Skills
Business Development
Client Relationship Management
Financial Planning
Investment Management
Insurance and Estate Planning
Timeline
Financial Advisor
Northwestern Mutual Wealth Management
05.2015 - Current
Bachelor of Arts - Marketing
Appalachian State University
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