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Distance Only Battle Creek, MI
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Oursler (CRD# 3193285) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 20 years of experience in the finance industry.
Jerald Pawlowicz (CRD# 5227870) is an Investment Advisor Representative working at Lpl Financial LLC in Battle Creek, MI and has over 17 years of experience in the finance industry.
Tina Perry (CRD# 4965623) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 16 years of experience in the finance industry.
Eric Petersen (CRD# 2599765) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 28 years of experience in the finance industry.
Karen Reeves (CRD# 2555169) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 24 years of experience in the finance industry.
Loren Rex (CRD# 4403820) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Battle Creek, MI and has over 22 years of experience in the finance industry. Loren Rex has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeri Shook (CRD# 2888488) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 27 years of experience in the finance industry.
William Simonds (CRD# 2615854) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Battle Creek, MI and has over 28 years of experience in the finance industry.
Nathan Smith (CRD# 5805612) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 12 years of experience in the finance industry.
Paul Townsend (CRD# 2431072) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 30 years of experience in the finance industry.