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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
Brian Cannon (CRD# 6359412) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 8 years of experience in the finance industry.
Jerry Hubbell (CRD# 2397815) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 30 years of experience in the finance industry.
Rockne Paige (CRD# 1730732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elk Rapids, MI and has over 36 years of experience in the finance industry. Rockne Paige 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.
Thomas Shelder (CRD# 5939391) is an Investment Advisor Representative working at &partners in Elk Rapids, MI and has over 12 years of experience in the finance industry. Thomas Shelder 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.
Teressa Hupfer (CRD# 7205000) is an Investment Advisor Representative working at Edward Jones in Elk Rapids, MI and has over 3 years of experience in the finance industry.
Jessica Socolovitch (CRD# 6717705) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 6 years of experience in the finance industry.
Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 12 years of experience in the finance industry.
Mark Aigner (CRD# 2645924) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Suttons Bay, MI and has over 28 years of experience in the finance industry.
Michael Albrecht (CRD# 6276104) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 7 years of experience in the finance industry.
Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 6 years of experience in the finance industry.