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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
David Patton (CRD# 4268252) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clinton Township, MI and has over 23 years of experience in the finance industry.
Jonathan Phelan (CRD# 4083286) is an Investment Advisor Representative working at Waterford Financial Management, LLC in Fair Haven, MI and has 1 year of experience in the finance industry. Jonathan Phelan 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.
Michael Popadich (CRD# 2415164) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Clinton Township, MI and has over 30 years of experience in the finance industry.
Klaus Poser (CRD# 4477142) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chesterfield, MI and has over 22 years of experience in the finance industry.
Peter Potestato (CRD# 2195974) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Chesterfield, MI and has over 32 years of experience in the finance industry.
William Potthoff (CRD# 6849590) is an Investment Advisor Representative working at Edward Jones in Mount Clemens, MI and has over 5 years of experience in the finance industry.
Jennifer Pulcini (CRD# 5382608) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clinton Township, MI and has over 6 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.
Jeffrey Rancilio (CRD# 1844557) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Port Huron, MI and has over 35 years of experience in the finance industry.
William Reed (CRD# 2708571) is an Investment Advisor Representative working at First Financial Coaching, Inc. in Mount Clemens, MI and has over 28 years of experience in the finance industry.