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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
David Ligotti (CRD# 4255269) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bay Harbor, MI and has over 23 years of experience in the finance industry. David Ligotti 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.
Jennifer Mackenzie (CRD# 5670414) is an Investment Advisor Representative working at Principal Securities, Inc. in Petoskey, MI and has over 14 years of experience in the finance industry.
John Marshall (CRD# 5779788) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has 1 year of experience in the finance industry.
Todd McNitt (CRD# 5454126) is an Investment Advisor Representative working at Fairway Investment Group, LLC in East Jordan, MI and has over 16 years of experience in the finance industry.
Paul Moody (CRD# 1184243) is an Investment Advisor Representative working at Mcdonald Partners LLC in Boyne City, MI and has over 22 years of experience in the finance industry.
Benjamin Muladore (CRD# 5289016) is an Investment Advisor Representative working at Edward Jones in Charlevoix, MI and has over 17 years of experience in the finance industry.
Kimberly Phelps (CRD# 2616778) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Petoskey, MI and has over 28 years of experience in the finance industry.
James Richman (CRD# 6798398) is an Investment Advisor Representative working at Edward Jones in Boyne City, MI and has over 6 years of experience in the finance industry.
Rochelle Roerig (CRD# 4049700) is an Investment Advisor Representative working at Pnc Investments in Petoskey, MI and has over 24 years of experience in the finance industry.
Michelle Shawn (CRD# 5480404) is an Investment Advisor Representative working at Retirement & Investment Planning, Inc. in Petoskey, MI and has over 10 years of experience in the finance industry.