Regional Director of Business Development Mike Livingston is in charge of 1st Global's business development efforts in Michigan, Ohio, Pennsylvania and Kentucky. Mike consults with large multi-partner tax, accounting and legal firms that are currently offering financial services as part of their practice and helps them develop a comprehensive wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms. He also consults with professional firms that are considering adding wealth management to their menu of service offerings.
Mike has more than 11 years of industry experience. Before joining 1st Global, he was a regional retirement consultant for Fidelity Investments.
Mike has a Bachelor of Business Administration in Marketing from the University of Kentucky. He is a registered representative who has passed the FINRA Series 6, 7, 9, 10, 63 and 66 examinations. Mike holds a Kentucky Insurance License and is a CERTIFIED FINANCIAL PLANNER™ certificant. |
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