Position:
Investment Advisor Representative at Sims Investment Management, LLC
Location:
Cincinnati, Ohio, United States
Found email addresses for Michael Perry:
Found phones for Michael Perry:
Feb 2023 - Current
Jul 2012 - Jan 2023
Their professional focus is Crisis Intervention, Estate Planning, and Insurance Planning across 3 core areas.
Michael holds CERTIFIED FINANCIAL PLANNER® Professional and Series 65 certifications.
Bachelor's degree at Miami University
Executive Certificate Financial Planning at Xavier University
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