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Distance Only Southgate, 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
Jason McElroy (CRD# 2618539) is an Investment Advisor Representative working at Worldwide Capital Advisors, LLC in Southgate, MI and has over 28 years of experience in the finance industry. Jason McElroy 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.
Scott McKinnie (CRD# 5721390) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southgate, MI and has over 14 years of experience in the finance industry. Scott McKinnie 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.
Peter Nanasi (CRD# 2590848) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southgate, MI and has over 29 years of experience in the finance industry. Peter Nanasi 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.
Sonya Palumbo (CRD# 4067280) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Southgate, MI and has over 20 years of experience in the finance industry.
I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.
I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.
Bruce Parmenter (CRD#...
Christina Perna (CRD# 4954196) is an Investment Advisor Representative working at Commonwealth Financial Network in Southgate, MI and has over 14 years of experience in the finance industry.
Samuel Quisenberry (CRD# 4961033) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Southgate, MI and has over 18 years of experience in the finance industry.
Nicholas Stroia (CRD# 2578559) is an Investment Advisor Representative working at Spc in Southgate, MI and has over 29 years of experience in the finance industry.
Gerard Taylor (CRD# 1748899) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Southgate, MI and has over 36 years of experience in the finance industry.
Erin Wozniak (CRD# 5873992) is an Investment Advisor Representative working at Commonwealth Financial Network in Southgate, MI and has over 11 years of experience in the finance industry.