James Itsell

James Itsell

Registered Representative

Phone: (248) 663-4748
Fax: (248) 827-7378
Mobile Phone: (810) 599-7367
E-mail:


James Itsell is a Registered Representative with Michigan Financial Companies, a financial services firm focusing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

 

As a financial associate he is uniquely qualified to address the diverse needs of high net-worth individuals.  He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance.  He works closely with professionals, business owners, executive teams and their advisors to realize their financial goals.

 

Education

Michigan State University, 2000

      Bachelor of Arts Degree in Finance
    

Professional Registrations

  • Life, Accident & Health
  • Series 6
  • Series 63
  • LUTCF

 

Membership & Associations

  • NAIFA member

 

Personal Data

Jim is single and currently resides in Brighton.