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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
Patrick Dorcey (CRD# 1915635) is an Investment Advisor Representative working at Edward Jones in Ira, MI and has over 35 years of experience in the finance industry.
Nicholas Goode (CRD# 4661126) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 15 years of experience in the finance industry.
Nicholas Goode brings 15 years of financial services industry experience to a broad range of individuals, business owners, and professionals seeking comprehensive financial planning and wealth management strategies from an independent perspective. He specializes in helping small business owners, entrepreneurs, medical professionals, and their families develop investment and retirement income planning,...
Kenneth Bernard (CRD# 4713729) is an Investment Advisor Representative working at Bernard Wealth Management Corp. in Royal Oak, MI and has 22 years of experience in the finance industry.
Robert Abraham (CRD# 5480510) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 13 years of experience in the finance industry.
Joseph Abro (CRD# 6880560) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester Hills, MI and has over 6 years of experience in the finance industry.
Charles Adams (CRD# 6150772) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Macomb, MI and has over 11 years of experience in the finance industry.
Gary Aidem (CRD# 4575799) is an Investment Advisor Representative working at A & L Financial Services, LLC in Rochester Hills, MI and has over 13 years of experience in the finance industry.
Kyle Akers (CRD# 5521788) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Troy, MI and has over 14 years of experience in the finance industry. Kyle Akers 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.
Enmar Alayoubi (CRD# 5920273) is an Investment Advisor Representative working at Fisher Investments in Rochester Hills, MI and has over 12 years of experience in the finance industry.
Scott Allen (CRD# 5302864) is an Investment Advisor Representative working at Edward Jones in Washington Township, MI and has over 16 years of experience in the finance industry.