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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
Branden Carney (CRD# 6764743) is an Investment Advisor Representative working at Melone Private Wealth, LLC in Auburn Hills, MI and has over 7 years of experience in the finance industry. Branden Carney 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.
Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 36 years of experience in the finance industry. Robert Carr 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.
Gregory Carrico (CRD# 5266398) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Clinton Township, MI and has over 17 years of experience in the finance industry.
Aaron Cary (CRD# 6087502) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 11 years of experience in the finance industry.
Kara Case (CRD# 6581906) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn Hills, MI and has over 8 years of experience in the finance industry. Kara Case 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.
Colin Casey (CRD# 5528170) is an Investment Advisor Representative working at Cwm, LLC in Auburn Hills, MI and has over 15 years of experience in the finance industry. Colin Casey 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 Casey (CRD# 6556127) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Rochester Hills, MI and has over 8 years of experience in the finance industry.
James Cattaneo (CRD# 1102088) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 40 years of experience in the finance industry. James Cattaneo 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.
Justin Cattaneo (CRD# 5622949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Shelby Township, MI and has over 15 years of experience in the finance industry.
Michael Ceccoli (CRD# 4077198) is an Investment Advisor Representative working at The Ayco Company, LP in Troy, MI and has over 16 years of experience in the finance industry.