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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
Lowell Albert (CRD# 4068287) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Okemos, MI and has over 22 years of experience in the finance industry.
Patrick Anderson (CRD# 2348027) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Okemos, MI and has over 30 years of experience in the finance industry. Patrick Anderson 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.
Zachary Armstrong (CRD# 5924693) is an Investment Advisor Representative working at Lpl Financial LLC in Okemos, MI and has over 10 years of experience in the finance industry.
Sedric Audas (CRD# 1059848) is an Investment Advisor Representative working at Equitable Advisors, LLC in Okemos, MI and has over 40 years of experience in the finance industry.
Erin Ballor (CRD# 6656602) is an Investment Advisor Representative working at Ryzome Investment Advisors in Okemos, MI and has over 6 years of experience in the finance industry.
Andrew Beach (CRD# 4480945) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Okemos, MI and has over 22 years of experience in the finance industry.
Forrest Bouyer (CRD# 5356466) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Okemos, MI and has over 16 years of experience in the finance industry.
Brandon Carter (CRD# 5192849) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 16 years of experience in the finance industry. Brandon Carter 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.
Brice Carter (CRD# 5947902) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 11 years of experience in the finance industry. Brice Carter 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.
Mark Carter (CRD# 1833030) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 35 years of experience in the finance industry.