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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
Bonnie Adamczak-Brown (CRD# 1505813) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Norton Shores, MI and has over 34 years of experience in the finance industry.
Joseph Dault (CRD# 868547) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Norton Shores, MI and has over 43 years of experience in the finance industry.
Jacquelyn Engel (CRD# 2501760) is an Investment Advisor Representative working at Lpl Financial LLC in Norton Shores, MI and has over 26 years of experience in the finance industry. Jacquelyn Engel 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.
Brian Gerrans (CRD# 3236054) is an Investment Advisor Representative working at Lpl Financial LLC in Norton Shores, MI and has over 23 years of experience in the finance industry. Brian Gerrans 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.
Jeffrey Groshek (CRD# 2598642) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Norton Shores, MI and has over 27 years of experience in the finance industry.
Roger Haag (CRD# 1003116) is an Investment Advisor Representative working at Lpl Financial LLC in Norton Shores, MI and has over 41 years of experience in the finance industry. Roger Haag 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.
Andrew Hein (CRD# 5187711) is an Investment Advisor Representative working at Lpl Financial LLC in Norton Shores, MI and has over 16 years of experience in the finance industry. Andrew Hein 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.
Jennifer Martin (CRD# 6012573) is an Investment Advisor Representative working at Lpl Financial LLC in Norton Shores, MI and has over 6 years of experience in the finance industry.
John Martin (CRD# 321330) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norton Shores, MI and has over 37 years of experience in the finance industry.
Dale Strasler (CRD# 5700421) is an Investment Advisor Representative working at Edward Jones in Norton Shores, MI and has over 13 years of experience in the finance industry.