-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kimmy Morris (CRD# 5137390) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Hillsdale, MI and has over 17 years of experience in the finance industry.
James Morrison (CRD# 340742) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 41 years of experience in the finance industry.
Brent Oliver (CRD# 6259645) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 10 years of experience in the finance industry. Brent Oliver 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.
Lori Olson (CRD# 1965195) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 31 years of experience in the finance industry.
Matthew Patillo (CRD# 5834891) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 11 years of experience in the finance industry.
Kevin Phillips (CRD# 5575319) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 15 years of experience in the finance industry.
Mark Putvin (CRD# 2336670) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albion, MI and has over 31 years of experience in the finance industry.
Jason Rapelje (CRD# 4560726) is an Investment Advisor Representative working at Edward Jones in Marshall, MI and has over 21 years of experience in the finance industry.
Max Rappleye (CRD# 7053662) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Jackson, MI and has over 4 years of experience in the finance industry.
Michelle Reed (CRD# 4591135) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jackson, MI and has over 21 years of experience in the finance industry.