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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
Jack Miceli (CRD# 5052430) is an Investment Advisor Representative working at Gwn Securities Inc. in Chelsea, MI and has over 10 years of experience in the finance industry.
I am committed to maintaining the highest standards of integrity and professionalism in relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you...
Stephanie Milosavlevski (CRD# 4226986) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Okemos, MI and has over 23 years of experience in the finance industry. Stephanie Milosavlevski 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.
Joel Mishler (CRD# 4621191) is an Investment Advisor Representative working at Equitable Advisors, LLC in Okemos, MI and has over 21 years of experience in the finance industry.
Kylee Mohammed (CRD# 5979785) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Okemos, MI and has over 9 years of experience in the finance industry.
Katie Moss (CRD# 4812719) is an Investment Advisor Representative working at Cwm, LLC in Okemos, MI and has over 18 years of experience in the finance industry. Katie Moss 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.
Brent Mowinski (CRD# 5529930) is an Investment Advisor Representative working at Lpl Financial LLC in Okemos, MI and has over 15 years of experience in the finance industry. Brent Mowinski 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 Murphy (CRD# 4687880) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Okemos, MI and has over 20 years of experience in the finance industry.
Matthew Ottinger (CRD# 5452792) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Okemos, MI and has over 16 years of experience in the finance industry.
Daniel Putman (CRD# 1111552) is an Investment Advisor Representative working at Lpl Financial LLC in Okemos, MI and has over 40 years of experience in the finance industry. Daniel Putman 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.