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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
Stephen Schiestel (CRD# 7076674) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has 19 year of experience in the wealth management industry. Steve has obtained the Chartered Financial Advisor® (CFA®) designation. The CFA designation is arguably the most respected designation in finance with a weighted average pass rate around 11%. To obtain this designation, candidates sit for three exams, each requiring a minimum of 300 hours of intense study. Steve has also obtained a Master of Business Administration (MBA) from Michigan State University...
Wayne Titus (CRD# 4511557) is an Investment Advisor Representative working at AMDG Financial in Plymouth, MI and has 20 years of experience as a financial adviser.
Rebecca Abel (CRD# 4216990) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Farmington Hills, MI and has over 23 years of experience in the finance industry. Rebecca Abel 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.
Kelly Adams (CRD# 2803401) is an Investment Advisor Representative working at Harbor Light Planning in Wixom, MI and has over 27 years of experience in the finance industry. Kelly Adams 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 Adams (CRD# 4718596) is an Investment Advisor Representative working at Law Office Of Kevin Adams, Pllc in Livonia, MI and has over 9 years of experience in the finance industry.
Lauren Adams (CRD# 6679672) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 6 years of experience in the finance industry. Lauren Adams 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.
Nicholas Adams (CRD# 6182637) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southfield, MI and has over 9 years of experience in the finance industry.
Sandra Adams (CRD# 2962229) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 21 years of experience in the finance industry. Sandra Adams 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.
Mark Ader (CRD# 2575007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southfield, MI and has over 29 years of experience in the finance industry.
Anthony Agosta (CRD# 1728380) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Farmington Hills, MI and has over 36 years of experience in the finance industry.