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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
Michael Campbell (CRD# 5627478) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Davison, MI and has over 15 years of experience in the finance industry.
Branden Carney (CRD# 6764743) is an Investment Advisor Representative working at Melone Private Wealth, LLC in Auburn Hills, MI and has over 7 years of experience in the finance industry. Branden Carney 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.
Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 36 years of experience in the finance industry. Robert Carr 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.
Kara Case (CRD# 6581906) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn Hills, MI and has over 8 years of experience in the finance industry. Kara Case 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.
Colin Casey (CRD# 5528170) is an Investment Advisor Representative working at Cwm, LLC in Auburn Hills, MI and has over 15 years of experience in the finance industry. Colin Casey 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.
Daniel Casey (CRD# 6556127) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Rochester Hills, MI and has over 8 years of experience in the finance industry.
James Cattaneo (CRD# 1102088) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 40 years of experience in the finance industry. James Cattaneo 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.
Richard Cech (CRD# 4552379) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakland, MI and has over 21 years of experience in the finance industry.
Daniel Chapman (CRD# 6120002) is an Investment Advisor Representative working at Retirement Resources, LLC in Auburn Hills, MI and has over 12 years of experience in the finance industry.
Andrew Chmiel (CRD# 2361683) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 18 years of experience in the finance industry.