-
Distance Metro area (25 miles)
-
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
Mark Lundquist (CRD# 6179952) is an Investment Advisor Representative working at Edward Jones in New Baltimore, MI and has over 10 years of experience in the finance industry.
Edward Maedel (CRD# 5807069) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Richmond, MI and has over 13 years of experience in the finance industry.
David Matt (CRD# 4907003) is an Investment Advisor Representative working at Ruby Financial in Washington, MI and has over 18 years of experience in the finance industry.
James McLaughlin (CRD# 4683001) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Kimball, MI and has over 20 years of experience in the finance industry.
Scott Metzner (CRD# 4099946) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Port Huron, MI and has over 24 years of experience in the finance industry.
Janelle Micks (CRD# 6203572) is an Investment Advisor Representative working at Edward Jones in Richmond, MI and has over 9 years of experience in the finance industry.
Michael Passmore (CRD# 5343819) is an Investment Advisor Representative working at Edward Jones in Chesterfield, MI and has over 16 years of experience in the finance industry.
Jonathan Phelan (CRD# 4083286) is an Investment Advisor Representative working at Waterford Financial Management, LLC in Fair Haven, MI and has 1 year of experience in the finance industry. Jonathan Phelan 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.
Klaus Poser (CRD# 4477142) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chesterfield, MI and has over 21 years of experience in the finance industry.
Peter Potestato (CRD# 2195974) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Chesterfield, MI and has over 32 years of experience in the finance industry.