-
Distance Only Canton, MI
-
COMPENSATION Either
-
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
Chuanbing Rong (CRD# 6931802) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Canton, MI and has over 5 years of experience in the finance industry. Chuanbing Rong 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.
Daniel Schuetz (CRD# 6930330) is an Investment Advisor Representative working at Wells Fargo Advisors in Canton, MI and has over 3 years of experience in the finance industry.
Jeremiah Whiddon (CRD# 7306634) is an Investment Advisor Representative working at Ontrack Wealth Management in Canton, MI and has over 3 years of experience in the finance industry. Jeremiah Whiddon 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.
Jason Wirgau (CRD# 7529740) is an Investment Advisor Representative working at Edward Jones in Canton, MI and has 1 year of experience in the finance industry.
Katherine Wolfe (CRD# 7499771) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Canton, MI and has 1 year of experience in the finance industry.
Shelisa Fields (CRD# 7095290) is an Investment Advisor Representative working at Williamson Ross Financial in Canton, MI and has over 5 years of experience in the finance industry.