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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
John Pelon (CRD# 6058784) is an Investment Advisor Representative working at Patrick Financial Group LLC in Brighton, MI and has over 11 years of experience in the finance industry.
Edward Perez (CRD# 2493509) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brighton, MI and has over 29 years of experience in the finance industry.
Andrew Perri (CRD# 2801727) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Brighton, MI and has over 27 years of experience in the finance industry.
Todd Perry (CRD# 5795799) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has 1 year of experience in the finance industry. Todd Perry 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.
Timothy Pipkens (CRD# 6019360) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brighton, MI and has over 8 years of experience in the finance industry.
James Plaskey (CRD# 5939721) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 10 years of experience in the finance industry. James Plaskey 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.
Damon Portwood (CRD# 2847566) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brighton, MI and has over 27 years of experience in the finance industry.
Gary Priestap (CRD# 5514811) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brighton, MI and has over 15 years of experience in the finance industry.
John Priestap (CRD# 3187646) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brighton, MI and has over 24 years of experience in the finance industry.
David Rea (CRD# 5741982) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Brighton, MI and has over 13 years of experience in the finance industry.