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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
John Rajt (CRD# 5847693) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Grosse Pointe, MI and has over 13 years of experience in the finance industry.
John Reeber (CRD# 6031824) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Grosse Pointe, MI and has over 9 years of experience in the finance industry.
James Ricca (CRD# 4225358) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 23 years of experience in the finance industry. James Ricca 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.
Allen Rosin (CRD# 861770) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 35 years of experience in the finance industry.
Robert Rosin (CRD# 5705762) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 14 years of experience in the finance industry.
Philip Sloan (CRD# 426446) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grosse Pointe, MI and has over 38 years of experience in the finance industry.
James Standish (CRD# 1564138) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grosse Pointe, MI and has over 37 years of experience in the finance industry.
Jason Steele (CRD# 6222548) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 9 years of experience in the finance industry.
Ronald Stempin (CRD# 2852470) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 26 years of experience in the finance industry.
Lori Swatsworth (CRD# 6086555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grosse Pointe, MI and has over 7 years of experience in the finance industry.