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Distance Only Rochester Hills, 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
William Langenstein (CRD# 4474175) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester Hills, MI and has over 22 years of experience in the finance industry.
Cheryl Loupee (CRD# 4742385) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester Hills, MI and has over 20 years of experience in the finance industry.
Brian McCurdy (CRD# 5865445) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester Hills, MI and has over 13 years of experience in the finance industry.
James McLellan (CRD# 706853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester Hills, MI and has over 44 years of experience in the finance industry.
Peter Mitroff (CRD# 2960165) Pete has been managing the diverse financial planning needs of high net-worth individuals since 1996. His primary specialties include income and retirement planning, and consulting clients on minimizing the impact of taxation on current and future income. Pete was born, raised, and educated in Michigan, where he and his wife, Amy, are now raising their four children. As a former PGA professional, Pete’s heart is on the golf course, but he also plays an active role within the Rochester community, supporting many organizations, including Salvation Army, American Red...
Jaclyn Mullica (CRD# 5128241) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester Hills, MI and has over 17 years of experience in the finance industry.
Jeffrey Palleschi (CRD# 6733005) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Rochester Hills, MI and has over 7 years of experience in the finance industry. Jeffrey Palleschi 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.
Dennis Richardson (CRD# 5334093) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester Hills, MI and has over 16 years of experience in the finance industry.
Dennis Schafer (CRD# 4746675) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester Hills, MI and has over 20 years of experience in the finance industry.
Mitchell Schafer (CRD# 6940862) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester Hills, MI and has over 5 years of experience in the finance industry.