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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
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.
Hans Mathiak (CRD# 4467885) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Traverse City, MI and has over 22 years of experience in the finance industry.
Lauri McDougall (CRD# 1959999) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 30 years of experience in the finance industry.
Tory McMullen (CRD# 4862910) is an Investment Advisor Representative working at Edward Jones in Suttons Bay, MI and has over 19 years of experience in the finance industry.
Kristine McNabb (CRD# 4629015) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 20 years of experience in the finance industry.
Daniel McNamara (CRD# 4856378) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Traverse City, MI and has over 8 years of experience in the finance industry. Daniel McNamara 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.
Gregory Mead (CRD# 4492166) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 22 years of experience in the finance industry.
James Mellinger (CRD# 2275568) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 31 years of experience in the finance industry.
Frederick Miller (CRD# 1050316) is an Investment Advisor Representative working at Manitou Capital Management, Inc. in Frankfort, MI and has over 41 years of experience in the finance industry.