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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
Maurice Dennis (CRD# 4196996) is an Investment Advisor Representative working at Lpl Financial LLC in Traverse City, MI and has over 23 years of experience in the finance industry.
Matthew Desmond (CRD# 6127425) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has 1 year of experience in the finance industry.
Kevin Dunklow (CRD# 6772785) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Traverse City, MI and has over 6 years of experience in the finance industry.
Meghan Dykstra (CRD# 4983599) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Traverse City, MI and has over 18 years of experience in the finance industry. Meghan Dykstra 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.
Matthew Eckenrode (CRD# 4849143) 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.
Renee Egelski (CRD# 4332225) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Traverse City, MI and has over 22 years of experience in the finance industry. Renee Egelski 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.
John Ehardt (CRD# 2156384) is an Investment Advisor Representative working at Lpl Financial LLC in Traverse City, MI and has over 32 years of experience in the finance industry. John Ehardt 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.
Carly Ellis (CRD# 4008302) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 24 years of experience in the finance industry. Carly Ellis 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.
John Elwell (CRD# 6243707) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 10 years of experience in the finance industry.