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Anna Finnesgard
Financial Paraplanner at M&E Catalyst
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Work Experience
Financial Paraplanner
Oct 2017 - Present · 7 years and 2 months
charterpoint wealth strategies
Financial Planning Coordinator
Jul 2016 - Oct 2017 · 1 years and 3 months
Paraplanner
Jun 2013 - Jul 2016 · 3 years and 1 months
Company Details
11-50 Employees
M&E Catalyst Group is a full-service financial planning firm specializing in insurance and investment strategies and tax planning. The company works with our clients to help establish financial security based on their goals and objectives. Please contact us for questions. Thank you. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402. (612) 333-1413.
Year Founded
2013
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Minneapolis, US
Keywords
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