Deep Enrich
Michael Guldin, CFP®
Finance Intern
3000 followers
Allentown, Pennsylvania, United States
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About me
Financial Advisor, Lojewski Wealth Management Group - Stifel
Education
DeSales University
2011 - 2015FinancePennridge High School
2007 - 2011
Experience
Secant Medical, Inc
May 2014 - Aug 2014Finance Intern
Lincoln Financial Distributors
Jul 2015 - Jul 2019Senior Internal Wholesaler
Jan 2016 - Jul 2019Financial Services Representative- Money Guard
Jul 2015 - Jan 2016
Sanofi Pasteur
Sept 2019 - Jul 2022Vaccine Specialist
Barnum Financial Group
Aug 2022 - Feb 2023Financial Advisor
Stifel Financial Corp.
Mar 2023 - nowFinancial Advisor - Stifel
Licenses & Certifications
General Securities Representative Exam (Series 7)
FINRASept 2022- View certificate
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardMay 2022
Certified Financial Planner (CFP)
CFP BoardMay 2022
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