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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
Patrick Kolody (CRD# 2452304) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 30 years of experience in the finance industry.
Wayne Koppa (CRD# 2774740) is an Investment Advisor Representative working at Scout Financial Planning in Grayling, MI and has over 24 years of experience in the finance industry.
Harold Kranick (CRD# 2340618) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Traverse City, MI and has over 31 years of experience in the finance industry.
Christopher Lamb (CRD# 2412619) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 30 years of experience in the finance industry.
William Lee (CRD# 2737401) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Traverse City, MI and has over 28 years of experience in the finance industry.
Craig Leppien (CRD# 4394900) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Traverse City, MI and has over 17 years of experience in the finance industry.
Richard Lesley (CRD# 2939641) is an Investment Advisor Representative working at Spc in Traverse City, MI and has over 26 years of experience in the finance industry.
Zachary Liggett (CRD# 2674092) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has 1 year of experience in the finance industry.
Kelly Lulis (CRD# 4905035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 19 years of experience in the finance industry.
Andrew Maniaci (CRD# 5209651) is an Investment Advisor Representative working at Cuso Financial Services in Traverse City, MI and has over 17 years of experience in the finance industry.