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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
William Scott (CRD# 1002259) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grosse Pointe Farms, MI and has over 42 years of experience in the finance industry.
Steven Sicklesteel (CRD# 5781102) is an Investment Advisor Representative working at Deseranno Wealth Planning in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry. Steven Sicklesteel 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.
Lisa Simon (CRD# 6109233) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grosse Pointe Farms, MI and has over 6 years of experience in the finance industry.
Dean Smith (CRD# 1710830) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grosse Pointe Farms, MI and has over 36 years of experience in the finance industry.
Stephen Solverson (CRD# 5295592) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 16 years of experience in the finance industry. Stephen Solverson 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.
Andrew Spearman (CRD# 2712815) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 23 years of experience in the finance industry.
Charles Thomas (CRD# 6021839) is an Investment Advisor Representative working at Robinson Capital Management, LLC in Grosse Pointe Farms, MI and has over 12 years of experience in the finance industry.
Charles Tourangeau (CRD# 4395024) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 22 years of experience in the finance industry.
Heather Williams (CRD# 2349057) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 30 years of experience in the finance industry.
Joseph Zelenak (CRD# 1330328) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grosse Pointe Farms, MI and has over 39 years of experience in the finance industry. Joseph Zelenak 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.