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Julie Deanne Lendman

from Grand Rapids, MI
Age ~56
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Also known as:
Julie D Lendman, Julie Lendman Revocable Trus, Lendman Lendman, Julie D
Phone and address:
989 Waltham Ave SE, Grand Rapids, MI 49546
(616) 432-3096
Related to:
Betram D Ryan, 48Nicole Lendman, 50Jodi L Lendman, 53Megan L Lendman, 32Megan LendmanKaren L Bertram, 81John H Jenks, 61Jeret D Lendman, 57
Connected to:
Judy L Lendman, 68Kelly Lendman, 54Sandra G Lendman, 89Albin Lendo, 40Cynthia A Lendof, 43Robin W Lendon, 69Patrick S Lendor, 35Nigel J Lendore, 34Sherma Lendore, 53Adam Lendowski, 42

Julie Lendman Phones & Addresses

  • 989 Waltham Ave SE, Grand Rapids, MI 49546 (616) 432-3096
  • 846 Ottillia St, Grand Rapids, MI 49507
  • Portland, OR
  • Indianapolis, IN
  • Beech Grove, IN
  • Ada, MI
  • Mansfield, OH
  • Lovettsville, VA
  • 1528 Gladstone Dr SE, Grand Rapids, MI 49506

Work

Company: Tiaa Dec 2017 Position: Wealth management advisor

Education

Degree: Bachelors School / High School: Central Michigan University 1990 to 1993 Specialities: Communication

Skills

Retirement Planning • Retirement • Mutual Funds • Wealth Management • Portfolio Management • Series 7 • Investments • Investment Advisory • Investment Strategies • Series 63 • Asset Allocation • Strategic Financial Planning • Series 66 • Financial Advisory • Certified Retirement Planner

Industries

Financial Services

Resumes

Resumes

Julie Lendman Photo 1

Wealth Management Advisor

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Location:
Grand Rapids, MI
Industry:
Financial Services
Work:
Tiaa
Wealth Management Advisor
Fidelity Investments Mar 1, 2015 - Dec 2017
Regional Consultant
Charles Schwab Mar 2014 - Mar 2015
Financial Consultant
Fidelity Investments May 2009 - Mar 2014
Financial Planner
Charles Schwab Jul 2006 - May 2009
Registered Representative
Education:
Central Michigan University 1990 - 1993
Bachelors, Communication
Skills:
Retirement Planning
Retirement
Mutual Funds
Wealth Management
Portfolio Management
Series 7
Investments
Investment Advisory
Investment Strategies
Series 63
Asset Allocation
Strategic Financial Planning
Series 66
Financial Advisory
Certified Retirement Planner
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Julie Deanne Lendman from Grand Rapids, MI, age ~56 Get Report