-
Distance Only Flint, 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
Teresa McClelland-Sargent (CRD# 3137092) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Flint, MI and has over 25 years of experience in the finance industry. Teresa McClelland-Sargent 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.
David Newbill (CRD# 3088744) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Flint, MI and has over 25 years of experience in the finance industry. David Newbill 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.
Benjamin Oliver (CRD# 6381383) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 8 years of experience in the finance industry.
Kellie Palm (CRD# 4255368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flint, MI and has over 23 years of experience in the finance industry.
Jay Peitsch (CRD# 5751221) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flint, MI and has over 14 years of experience in the finance industry.
Jennifer Phillips (CRD# 4058243) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Flint, MI and has over 23 years of experience in the finance industry.
Dennis Poulos (CRD# 1113259) is an Investment Advisor Representative working at Eagle Strategies LLC in Flint, MI and has over 39 years of experience in the finance industry.
Brian Reiber (CRD# 6435406) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Flint, MI and has over 8 years of experience in the finance industry.
John Roda (CRD# 1787657) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Flint, MI and has over 36 years of experience in the finance industry.
Christopher Rodriguez (CRD# 6288299) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Flint, MI and has over 10 years of experience in the finance industry. Christopher Rodriguez 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.