-
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
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.
Victor Battani (CRD# 14770) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Macomb, MI and has over 24 years of experience in the finance industry.
Steven Beller (CRD# 2361718) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Macomb, MI and has over 30 years of experience in the finance industry. Steven Beller 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.
Rachael Chartier (CRD# 5786266) is an Investment Advisor Representative working at Lpl Financial LLC in Macomb, MI and has over 13 years of experience in the finance industry.
Guy Cococcetta (CRD# 4664851) is an Investment Advisor Representative working at Spc in Macomb, MI and has over 20 years of experience in the finance industry. Guy Cococcetta 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.
Steven Grogan (CRD# 5729425) is an Investment Advisor Representative working at Commonwealth Financial Network in Macomb, MI and has over 14 years of experience in the finance industry. Steven Grogan 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.
Mary Hersey (CRD# 2261218) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Macomb, MI and has over 31 years of experience in the finance industry.
I have recently joined LPL Financial, the nation’s largest Independent Broker Dealer*, which allows me to offer nonproprietary investment products, giving me the freedom to choose the most suitable investment strategies for you, free from conflict of interest.
My practice is part of the America Group Retirement Strategy Centers, one of LPL’s "Top" large enterprises comprised of more than 80 LPL advisors. I always have access to the support and knowledge of these affiliated professionals. These resources, combined my 32 years of experience in the financial industry, allow me to provide the...
Eric Mitchell (CRD# 5188105) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Macomb, MI and has over 15 years of experience in the finance industry.
Gerald Purdy (CRD# 3064398) is an Investment Advisor Representative working at Lpl Financial LLC in Macomb, MI and has over 25 years of experience in the finance industry.