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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
Craig Schneider (CRD# 3117805) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester Hills, MI and has over 25 years of experience in the finance industry.
Lance Smith (CRD# 4700316) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester Hills, MI and has over 3 years of experience in the finance industry.
Todd Sterling (CRD# 5516183) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester Hills, MI and has over 16 years of experience in the finance industry.
Robert Tomaszewski (CRD# 4188574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester Hills, MI and has over 23 years of experience in the finance industry. Robert Tomaszewski 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.
William Waggoner (CRD# 2370124) has over 20 years’ experience in the Financial Services Industry as a branch manager, compliance officer, and financial advisor. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and while he spent his early college years in Arizona, he felt the pull of the Great Lakes area and returned to Shelby Township, where he resides with his wife, Caroline. His hobbies include reading, gardening, and boating. Bill has a Master’s of Science in Finance from Walsh College and is an adjunct professor of Economics...
Elmo Wedderburn (CRD# 1485073) is an Investment Advisor Representative working at Everythinghr Financial Services LLC in Rochester Hills, MI and has over 32 years of experience in the finance industry.
Diane Young (CRD# 2127990) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Rochester Hills, MI and has over 33 years of experience in the finance industry.
Matthew Zajac (CRD# 2293459) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Rochester Hills, MI and has over 31 years of experience in the finance industry.
James Zerilli (CRD# 6538892) is an Investment Advisor Representative working at Twentyfive Fourteen Wealth Management in Rochester Hills, MI and has over 8 years of experience in the finance industry.
Evan Gerrard (CRD# 7679349) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rochester Hills, MI and has 1 year of experience in the finance industry.