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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
Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 22 years of experience in the finance industry. Jeffrey Cole 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.
Veronica Darlington (CRD# 4609898) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has 1 year of experience in the finance industry. Veronica Darlington 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.
Ann Davis (CRD# 5829092) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 11 years of experience in the finance industry.
Ginny Dell (CRD# 5591813) is an Investment Advisor Representative working at Infinity Advisory Group in Portage, MI and has over 13 years of experience in the finance industry.
Sandy Derby (CRD# 2102710) is an Investment Advisor Representative working at Harbour Investments, Inc. in Portage, MI and has over 33 years of experience in the finance industry. Sandy Derby 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.
Sandra Devito (CRD# 7003086) is an Investment Advisor Representative working at Edward Jones in Vicksburg, MI and has over 5 years of experience in the finance industry.
Markley Drake (CRD# 6780852) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 6 years of experience in the finance industry.
Kyle Dury (CRD# 4153390) is an Investment Advisor Representative working at Edward Jones in Sturgis, MI and has over 24 years of experience in the finance industry.
Kenneth Ehinger (CRD# 1525408) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fremont, IN and has over 37 years of experience in the finance industry.
Gregg Eicholtz (CRD# 3248038) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, MI and has over 15 years of experience in the finance industry.