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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
Daniel Ledingham (CRD# 3146386) is an Investment Advisor Representative working at Edward Jones in Petoskey, MI and has over 25 years of experience in the finance industry.
Jennifer Mackenzie (CRD# 5670414) is an Investment Advisor Representative working at Principal Securities, Inc. in Petoskey, MI and has over 14 years of experience in the finance industry.
John Marshall (CRD# 5779788) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has 1 year of experience in the finance industry.
Kimberly Phelps (CRD# 2616778) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Petoskey, MI and has over 28 years of experience in the finance industry.
Rochelle Roerig (CRD# 4049700) is an Investment Advisor Representative working at Pnc Investments in Petoskey, MI and has over 24 years of experience in the finance industry.
Michelle Shawn (CRD# 5480404) is an Investment Advisor Representative working at Retirement & Investment Planning, Inc. in Petoskey, MI and has over 10 years of experience in the finance industry.
Craig Simmons (CRD# 2903035) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Petoskey, MI and has over 23 years of experience in the finance industry.
Tyler Spence (CRD# 3155803) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Petoskey, MI and has over 25 years of experience in the finance industry.
Robert Waldvogel (CRD# 4670879) is an Investment Advisor Representative working at Edward Jones in Petoskey, MI and has over 20 years of experience in the finance industry.
Jeff Wynder (CRD# 5842492) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Petoskey, MI and has over 12 years of experience in the finance industry.