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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
Stacie Duclos (CRD# 6161656) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester, MI and has over 11 years of experience in the finance industry.
Christopher Durden (CRD# 6286749) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Auburn Hills, MI and has over 10 years of experience in the finance industry.
Michael Dzialo (CRD# 1666150) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 35 years of experience in the finance industry.
Jaime Eckels (CRD# 5657546) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 15 years of experience in the finance industry. Jaime Eckels 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.
Omar El Gothamy (CRD# 6620634) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Shelby Township, MI and has over 7 years of experience in the finance industry.
Daniel Elliott (CRD# 1624608) is an Investment Advisor Representative working at Lincoln Investment in Waterford, MI and has over 37 years of experience in the finance industry.
Paul Elliott (CRD# 4516994) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Auburn Hills, MI and has over 22 years of experience in the finance industry. Paul Elliott 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.
Stephen Elzerman (CRD# 6684291) is an Investment Advisor Representative working at Edward Jones in Lapeer, MI and has over 6 years of experience in the finance industry.
Dennis Engel (CRD# 2229428) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 26 years of experience in the finance industry.
Mark Eriksen (CRD# 2083621) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Clarkson, MI and has over 33 years of experience in the finance industry.