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Distance Metro area (25 miles)
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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
Rishi Acharya (CRD# 4414566) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ada, MI and has over 18 years of experience in the finance industry.
Michael Alexander (CRD# 4374007) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 21 years of experience in the finance industry.
Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 5 years of experience in the finance industry.
Diana Avery (CRD# 1792296) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 28 years of experience in the finance industry. Diana Avery 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.
Paul Axberg (CRD# 2768635) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 25 years of experience in the finance industry. Paul Axberg 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.
Seth Baker (CRD# 5263057) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 15 years of experience in the finance industry.
Tyler Bannister (CRD# 6675633) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 6 years of experience in the finance industry.
Michelle Bauer (CRD# 4394539) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 20 years of experience in the finance industry.
Elissa Beimal (CRD# 5566316) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 13 years of experience in the finance industry.
Jeffrey Belmonte (CRD# 2022821) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has over 16 years of experience in the finance industry. Jeffrey Belmonte 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.