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Distance Only Novi, 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
Ziad Dallo (CRD# 3212483) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Novi, MI and has over 22 years of experience in the finance industry.
Christopher Davidson (CRD# 5122928) is an Investment Advisor Representative working at Edelman Financial Engines in Novi, MI and has over 17 years of experience in the finance industry.
Elizabeth Deutch (CRD# 4267934) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novi, MI and has over 23 years of experience in the finance industry. Elizabeth Deutch 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.
Zachary Devine (CRD# 6330107) is an Investment Advisor Representative working at Edelman Financial Engines in Novi, MI and has over 8 years of experience in the finance industry.
Matthew Dombrowski (CRD# 5976712) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 8 years of experience in the finance industry. Matthew Dombrowski 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.
Denise Dunn (CRD# 2664535) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Novi, MI and has over 24 years of experience in the finance industry.
Jason Fannon (CRD# 4258300) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Novi, MI and has over 23 years of experience in the finance industry.
William Fay (CRD# 5479573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novi, MI and has over 16 years of experience in the finance industry.
Melissa Frantz (CRD# 3128441) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novi, MI and has over 13 years of experience in the finance industry.
James Gallagher (CRD# 2514371) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novi, MI and has over 29 years of experience in the finance industry. James Gallagher 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.