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Distance Only Waterford, 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
Darwin Moore (CRD# 5809588) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 13 years of experience in the finance industry.
David Patterson (CRD# 4875350) is an Investment Advisor Representative working at Patterson Advisors in Waterford, MI and has 1 year of experience in the finance industry. David Patterson 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.
Erin Preston (CRD# 4880658) is an Investment Advisor Representative working at Patterson Advisors in Waterford, MI and has 1 year of experience in the finance industry. Erin Preston 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.
Melissa Scenga (CRD# 6459433) is an Investment Advisor Representative working at Lifecycle Financial Planners Inc. in Waterford, MI and has 1 year of experience in the finance industry. Melissa Scenga 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.
Ryan Scherer (CRD# 5631980) is an Investment Advisor Representative working at Edward Jones in Waterford, MI and has over 14 years of experience in the finance industry.
Corey Staub (CRD# 4291573) is an Investment Advisor Representative working at Lpl Financial LLC in Waterford, MI and has over 21 years of experience in the finance industry. Corey Staub 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 Zoellner (CRD# 2094698) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Waterford, MI and has over 33 years of experience in the finance industry.
Joseph Fagan (CRD# 7529063) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waterford, MI and has over 2 years of experience in the finance industry.
Brian McIsaac (CRD# 3269825) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 24 years of experience in the finance industry.
Mark Prainito (CRD# 7621934) is an Investment Advisor Representative working at Huntington Financial Advisors in Waterford, MI and has 1 year of experience in the finance industry.