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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
Kristina Schofer (CRD# 7643953) is an Investment Advisor Representative working at Edward Jones in Novi, MI and has 1 year of experience in the finance industry.
Ann Shadle (CRD# 4067511) is an Investment Advisor Representative working at Next Financial Group, Inc. in Novi, MI and has over 24 years of experience in the finance industry. Ann Shadle 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.
Daniel Sherry (CRD# 5923104) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novi, MI and has 1 year of experience in the finance industry.
Hannah Szalay (CRD# 7672480) is an Investment Advisor Representative working at Edelman Financial Engines in Novi, MI and has 1 year of experience in the finance industry.
Aaron Tonna (CRD# 6750632) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Novi, MI and has over 7 years of experience in the finance industry.
Joseph Uppleger (CRD# 7633107) is an Investment Advisor Representative working at Safe Future Wealth Partners LLC in Novi, MI and has 1 year of experience in the finance industry.
Jonathon Vander Laan (CRD# 7624931) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Novi, MI and has 1 year of experience in the finance industry.
Jacob Wasko (CRD# 6672951) is an Investment Advisor Representative working at Mariner Wealth in Novi, MI and has 1 year of experience in the finance industry. Jacob Wasko 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.
Dylan Woebkenberg (CRD# 7779881) is an Investment Advisor Representative working at On Investment Management Co in Novi, MI and has 1 year of experience in the finance industry.
Wayne Titus (CRD# 4511557) is an Investment Advisor Representative working at AMDG Financial in Plymouth, MI and has 20 years of experience as a financial adviser.