-
Distance Only Royal Oak, 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
Melissa De Rozario (CRD# 6110076) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 11 years of experience in the finance industry.
David Deller (CRD# 5927055) is an Investment Advisor Representative working at Deller Wealth Management LLC in Royal Oak, MI and has over 12 years of experience in the finance industry. David Deller 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.
John Denler (CRD# 2190630) is an Investment Advisor Representative working at Lpl Financial LLC in Royal Oak, MI and has over 32 years of experience in the finance industry.
Spencer Doty (CRD# 4560220) is an Investment Advisor Representative working at Edward Jones in Royal Oak, MI and has over 21 years of experience in the finance industry.
John Dyer (CRD# 4980762) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 13 years of experience in the finance industry.
Paul Erickson (CRD# 5157556) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 17 years of experience in the finance industry.
Christine Fogg (CRD# 1291849) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 24 years of experience in the finance industry.
Elizabeth Foley (CRD# 1983741) is an Investment Advisor Representative working at Hilltop Wealth Solutions in Royal Oak, MI and has over 34 years of experience in the finance industry. Elizabeth Foley 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.
Kasey George (CRD# 3072291) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Royal Oak, MI and has over 21 years of experience in the finance industry. Kasey George 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.
Steven Grimes (CRD# 2304582) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Royal Oak, MI and has over 31 years of experience in the finance industry. Steven Grimes 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.