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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
Thomas Ureche (CRD# 6624277) is an Investment Advisor Representative working at Acorn Wealth Advisors, LLC in Grand Blanc, MI and has over 8 years of experience in the finance industry.
David Vallie (CRD# 1527585) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Blanc, MI and has over 37 years of experience in the finance industry.
Mitchel Vallie (CRD# 6089493) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Blanc, MI and has over 9 years of experience in the finance industry.
James Walker (CRD# 1270346) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Blanc, MI and has over 39 years of experience in the finance industry.
Ronald Walli (CRD# 6579848) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grand Blanc, MI and has over 8 years of experience in the finance industry.
Edward Walterhouse (CRD# 1959775) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Blanc, MI and has over 33 years of experience in the finance industry.
Brittany Waterson (CRD# 5524949) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Blanc, MI and has over 12 years of experience in the finance industry.
Paul Wenstrom (CRD# 463385) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Blanc, MI and has over 34 years of experience in the finance industry. Paul Wenstrom 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.
Kevin West (CRD# 5441832) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Blanc, MI and has over 15 years of experience in the finance industry.
Thomas Whited (CRD# 5489032) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 15 years of experience in the finance industry.