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Distance Only Grosse Pointe Farms, MI
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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
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.
John Conway (CRD# 703946) is an Investment Advisor Representative working at Conway Asset Management, Inc. in Grosse Pointe Farms, MI and has over 38 years of experience in the finance industry.
Blake Danna (CRD# 7571240) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry.
Noah Hauswirth (CRD# 7131398) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry.
Maureen Livernois-Klimek (CRD# 7401079) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry.
Alexander Martinez (CRD# 7729663) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry.
Samantha Miller (CRD# 7479046) is an Investment Advisor Representative working at Morgan Stanley in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry.
Helen Terenzi (CRD# 6543280) is an Investment Advisor Representative working at Morgan Stanley in Grosse Pointe Farms, MI and has over 5 years of experience in the finance industry.
Natalie Tite (CRD# 6036472) is an Investment Advisor Representative working at Morgan Stanley in Grosse Pointe Farms, MI and has over 9 years of experience in the finance industry.