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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
Aaron Cary (CRD# 6087502) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 11 years of experience in the finance industry.
James Denny (CRD# 4174753) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 24 years of experience in the finance industry.
Daniel Elliott (CRD# 1624608) is an Investment Advisor Representative working at Lincoln Investment in Waterford, MI and has over 37 years of experience in the finance industry.
Marcella Evans (CRD# 2461801) is an Investment Advisor Representative working at Pnc Investments in Waterford, MI and has over 30 years of experience in the finance industry.
Celena Howard (CRD# 5507190) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Waterford, MI and has over 16 years of experience in the finance industry.
Jonathon Krempa (CRD# 6125123) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Waterford, MI and has over 11 years of experience in the finance industry.
Brian Lakkides (CRD# 2881927) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 26 years of experience in the finance industry.
Theodore Lakkides (CRD# 733796) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 43 years of experience in the finance industry. Theodore Lakkides 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.
Juliane Lee (CRD# 1292207) is an Investment Advisor Representative working at Lincoln Investment in Waterford, MI and has over 39 years of experience in the finance industry. Juliane Lee 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.
Lisa Madill (CRD# 4255864) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Waterford, MI and has over 23 years of experience in the finance industry.