-
Distance Only Owosso, MI
-
COMPENSATION Either
-
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
Robert Zalokar (CRD# 1625897) is an Investment Advisor Representative working at Lifegoals Financial Group in Owosso, MI and has over 37 years of experience in the finance industry. Robert Zalokar 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.
Evan Baker (CRD# 7259578) is an Investment Advisor Representative working at Lpl Financial LLC in Owosso, MI and has over 2 years of experience in the finance industry.
Bruce Dolliver (CRD# 7833946) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Owosso, MI and has 1 year of experience in the finance industry.
David Hood (CRD# 7204832) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Owosso, MI and has over 3 years of experience in the finance industry.
Audrey Salander (CRD# 4169617) is an Investment Advisor Representative working at Edward Jones in Owosso, MI and has 1 year of experience in the finance industry.
Sailey Sey (CRD# 5417897) is an Investment Advisor Representative working at Huntington Financial Advisors in Owosso, MI and has over 16 years of experience in the finance industry.
Alexander Shattuck (CRD# 6058394) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Owosso, MI and has over 12 years of experience in the finance industry.