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Distance Only Ada, 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
Dana Edwards (CRD# 6540004) is an Investment Advisor Representative working at Upbeat Financial in Ada, MI and has over 7 years of experience in the finance industry. Dana Edwards 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.
Brent Enders (CRD# 2858719) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 27 years of experience in the finance industry.
Todd Engbers (CRD# 5523854) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ada, MI and has over 15 years of experience in the finance industry.
Albert Engle (CRD# 2539974) is an Investment Advisor Representative working at Lpl Financial LLC in Ada, MI and has over 29 years of experience in the finance industry. Albert Engle 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.
Zachary Falconer (CRD# 6530776) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Ada, MI and has over 8 years of experience in the finance industry.
Bruce Fields (CRD# 6909666) 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.
Michael Frantz (CRD# 4237815) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 10 years of experience in the finance industry.
Sylvia Frattallone (CRD# 2530542) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ada, MI and has over 29 years of experience in the finance industry.
Robert Gianchiglia (CRD# 2117250) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 33 years of experience in the finance industry.
David Greene (CRD# 2641094) 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.