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Distance Only Saint Clair Shores, 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
Thomas Jones (CRD# 2847203) is an Investment Advisor Representative working at Thomas Jones Financial LLC in Saint Clair Shores, MI and has over 24 years of experience in the finance industry. Thomas Jones 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.
David Kenny (CRD# 1437477) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Clair Shores, MI and has over 38 years of experience in the finance industry.
Patrick Lapensee (CRD# 5241400) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Clair Shores, MI and has over 17 years of experience in the finance industry.
Stephen Neirinck (CRD# 4232816) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Clair Shores, MI and has over 23 years of experience in the finance industry.
Kirk Ritchie (CRD# 2126091) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Clair Shores, MI and has over 33 years of experience in the finance industry.
Erin Rohn (CRD# 5253441) is an Investment Advisor Representative working at Edward Jones in Saint Clair Shores, MI and has over 16 years of experience in the finance industry.
Mark Romin (CRD# 4778614) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 20 years of experience in the finance industry. Mark Romin 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.
Philip Ruggeri (CRD# 2977456) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Clair Shores, MI and has over 26 years of experience in the finance industry.
Mark Thompson (CRD# 1738559) is an Investment Advisor Representative working at Private Advisor Group, LLC in Saint Clair Shores, MI and has over 36 years of experience in the finance industry.
Joseph Trocchio (CRD# 728859) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Clair Shores, MI and has over 43 years of experience in the finance industry.