-
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
Michael Ladd (CRD# 4306355) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 23 years of experience in the finance industry.
Martin Majchrzak (CRD# 2457839) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 30 years of experience in the finance industry.
Michael Markey (CRD# 5299347) is an Investment Advisor Representative working at Lfn Advisors Inc. in Muskegon, MI and has over 13 years of experience in the finance industry.
Kimberly Martin (CRD# 1957887) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Muskegon, MI and has over 34 years of experience in the finance industry.
Joseph Masvero (CRD# 3001842) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Muskegon, MI and has over 26 years of experience in the finance industry. Joseph Masvero 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.
Melanie Meyer (CRD# 4368116) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Muskegon, MI and has over 22 years of experience in the finance industry.
James Mikesell (CRD# 5761913) is an Investment Advisor Representative working at First Financial Advisors Inc. in Muskegon, MI and has over 13 years of experience in the finance industry.
Theresa Mouw (CRD# 3148102) is an Investment Advisor Representative working at Huntington Financial Advisors in Muskegon, MI and has over 20 years of experience in the finance industry. Theresa Mouw 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 A Munroe, CPWA®
Senior Vice PresidentWealth Management Advisor
Thomas Munroe (CRD# 1627192) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Rapids, MI and has over 30 years of experience in the finance industry.
Tom has been a financial advisor with Merrill Lynch since 1989. He holds a degree from the University of Michigan in Economics. Tom has been designated by Bank of America Merrill Lynch as a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients...