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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
Paul Moody (CRD# 1184243) is an Investment Advisor Representative working at Mcdonald Partners LLC in Boyne City, MI and has over 22 years of experience in the finance industry.
Benjamin Muladore (CRD# 5289016) is an Investment Advisor Representative working at Edward Jones in Charlevoix, MI and has over 17 years of experience in the finance industry.
Curtis Owens (CRD# 5340005) is an Investment Advisor Representative working at Edward Jones in Harbor Springs, MI and has over 16 years of experience in the finance industry.
Kimberly Phelps (CRD# 2616778) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Petoskey, MI and has over 28 years of experience in the finance industry.
Richard Price (CRD# 1122907) is an Investment Advisor Representative working at Meridian Asset Management in Harbor Springs, MI and has over 40 years of experience in the finance industry.
James Richman (CRD# 6798398) is an Investment Advisor Representative working at Edward Jones in Boyne City, MI and has over 6 years of experience in the finance industry.
Rochelle Roerig (CRD# 4049700) is an Investment Advisor Representative working at Pnc Investments in Petoskey, MI and has over 24 years of experience in the finance industry.
Howard Ryan (CRD# 4624396) is an Investment Advisor Representative working at The Ryan Group in Harbor Springs, MI and has over 9 years of experience in the finance industry.
Suzanne Schoenith (CRD# 4513135) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cheboygan, MI and has over 22 years of experience in the finance industry.
Michelle Shawn (CRD# 5480404) is an Investment Advisor Representative working at Retirement & Investment Planning, Inc. in Petoskey, MI and has over 10 years of experience in the finance industry.