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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
Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 19 years of experience in the finance industry. Courtney Font 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 Glaser (CRD# 5487562) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harbor Springs, MI and has over 16 years of experience in the finance industry.
Mitchell Glover (CRD# 1332527) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Petoskey, MI and has over 35 years of experience in the finance industry.
William Hansen (CRD# 6817886) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 6 years of experience in the finance industry. William Hansen 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.
Paul Heneks (CRD# 243007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Harbor Springs, MI and has over 28 years of experience in the finance industry.
Robert Joyce (CRD# 5654441) is an Investment Advisor Representative working at Edward Jones in Bellaire, MI and has over 14 years of experience in the finance industry.
Randolph Keys (CRD# 5526586) is an Investment Advisor Representative working at Edward Jones in Harbor Springs, MI and has over 15 years of experience in the finance industry.
Timothy Knapp (CRD# 6326421) is an Investment Advisor Representative working at Edward Jones in Harbor Springs, MI and has over 9 years of experience in the finance industry.
Lori Komondy (CRD# 4997202) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Petoskey, MI and has over 18 years of experience in the finance industry.
Daniel Ledingham (CRD# 3146386) is an Investment Advisor Representative working at Edward Jones in Petoskey, MI and has over 25 years of experience in the finance industry.