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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
Tina Perry (CRD# 4965623) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 16 years of experience in the finance industry.
Eric Petersen (CRD# 2599765) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 28 years of experience in the finance industry.
David Price (CRD# 4752150) is an Investment Advisor Representative working at Edward Jones in Eaton Rapids, MI and has over 20 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 30 years of experience in the finance industry.
Karen Reeves (CRD# 2555169) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 24 years of experience in the finance industry.
Steven Reule (CRD# 5400047) is an Investment Advisor Representative working at Edward Jones in Parma, MI and has over 15 years of experience in the finance industry.
Loren Rex (CRD# 4403820) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Battle Creek, MI and has over 22 years of experience in the finance industry. Loren Rex 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.
Lance Roe (CRD# 1951011) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, MI and has over 34 years of experience in the finance industry.
Robert Rumsey (CRD# 3165009) is an Investment Advisor Representative working at Spc in Coldwater, MI and has over 25 years of experience in the finance industry.
Raymond Saari (CRD# 2731038) is an Investment Advisor Representative working at Lpl Financial LLC in Albion, MI and has over 22 years of experience in the finance industry. Raymond Saari 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.