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Steven L. Urli Investment Consultant Steve, who heads up MBC Financial Services, Inc., is a Registered Representative of Sigma Financial Corporation. He is responsible for retirement plan counseling for both plan sponsors and individual participants. Steve routinely meets with participants on an individual basis to offer retirement plan counseling services. Steve has a B.S. in Finance from Michigan State University. He has over 8 years experience in the qualified plan and individual retirement planning businesses. Prior to joining MBCIC, he was an Internal Wholesaler and Client Relations Manager for ING Financial Advisers. During his tenure Steve was responsible for providing sales support and client servicing for the Midwest region. He was responsible for client enrollment and education meetings on a group basis as well as individually. Steve’s licenses include FINRA Series 6, 63, Life/Heath and Variable Health. Steve was born and raised in Michigan. He currently resides in Birmingham. |