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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
Derek Shaw (CRD# 5251119) is an Investment Advisor Representative working at Edward Jones in Bronson, MI and has over 17 years of experience in the finance industry.
Ryan Alkhamis (CRD# 6573407) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 6 years of experience in the finance industry. Ryan Alkhamis 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.
Zachary Alkhamis (CRD# 6332865) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 8 years of experience in the finance industry.
Ziad Alkhamis (CRD# 2164875) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 32 years of experience in the finance industry.
Tyler Alvord (CRD# 5768463) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 14 years of experience in the finance industry.
Thomas Anderton (CRD# 4972508) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 17 years of experience in the finance industry. Thomas Anderton 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.
Jacqueline Antone (CRD# 2314415) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 31 years of experience in the finance industry.
Stephen Arnest (CRD# 2165780) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 32 years of experience in the finance industry.
Michael Baer (CRD# 4494941) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portage, MI and has over 21 years of experience in the finance industry.
James Baird (CRD# 5041143) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has 1 year of experience in the finance industry. James Baird 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.