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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
Matthew Murray (CRD# 6895366) is an Investment Advisor Representative working at Edward Jones in Midland, MI and has over 6 years of experience in the finance industry.
Richard Nelsen (CRD# 5223096) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bay City, MI and has over 17 years of experience in the finance industry. Richard Nelsen 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 Nelson (CRD# 5312672) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 16 years of experience in the finance industry.
Patrick Nelson (CRD# 5277489) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 17 years of experience in the finance industry.
Shelley Norris (CRD# 4757318) is an Investment Advisor Representative working at L.m. Kohn & Company in Saginaw, MI and has over 20 years of experience in the finance industry.
Cheryl Oatten (CRD# 2979434) is an Investment Advisor Representative working at Pnc Investments in Saginaw, MI and has over 26 years of experience in the finance industry.
Thomas Pacek (CRD# 4810563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 19 years of experience in the finance industry.
Jeffrey Parker (CRD# 5163334) is an Investment Advisor Representative working at Lpl Financial LLC in Midland, MI and has over 17 years of experience in the finance industry.
Jeffrey Parrish (CRD# 5158148) is an Investment Advisor Representative working at Edward Jones in Freeland, MI and has over 17 years of experience in the finance industry.
Thomas Pellerito (CRD# 6149908) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 10 years of experience in the finance industry. Thomas Pellerito 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.