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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 Covert (CRD# 5839123) is an Investment Advisor Representative working at Wealth For You Financial, LLC in Grand Blanc, MI and has over 9 years of experience in the finance industry. Jeffrey Covert 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.
Lee Cox (CRD# 2759798) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Auburn Hills, MI and has over 27 years of experience in the finance industry.
Robert Craun (CRD# 4587083) is an Investment Advisor Representative working at Avantax Advisory Services in Rochester, MI and has over 21 years of experience in the finance industry. Robert Craun 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.
Charles Craves (CRD# 1352003) is an Investment Advisor Representative working at Lpl Financial LLC in Clarkston, MI and has over 39 years of experience in the finance industry.
Timothy Crawford (CRD# 2075488) is an Investment Advisor Representative working at Tim Crawford Cpa in Bridgeport, MI and has over 22 years of experience in the finance industry. Timothy Crawford 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.
Kelly Crystal (CRD# 5729314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Blanc, MI and has over 14 years of experience in the finance industry.
Renee Cuchetti (CRD# 2080205) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 33 years of experience in the finance industry.
Karen Culver (CRD# 2128648) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 21 years of experience in the finance industry.
Anthony Curnow (CRD# 1684079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Blanc, MI and has over 36 years of experience in the finance industry.
Dana Czmer (CRD# 4368874) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fenton, MI and has over 17 years of experience in the finance industry.