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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
Sherry Brown (CRD# 2617652) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Plymouth, MI and has over 28 years of experience in the finance industry.
James Burns (CRD# 6288116) is an Investment Advisor Representative working at Ontrack Wealth Management in Plymouth, MI and has over 5 years of experience in the finance industry. James Burns 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.
Lisa Carey (CRD# 2409859) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 30 years of experience in the finance industry. Lisa Carey 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.
Brandon Caverly (CRD# 6014179) is an Investment Advisor Representative working at Edward Jones in Plymouth, MI and has over 11 years of experience in the finance industry.
Daniel Cesta (CRD# 2763334) is an Investment Advisor Representative working at Pinnacle Wealth Management Group, Inc. in Plymouth, MI and has over 27 years of experience in the finance industry. Daniel Cesta 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.
Sean Cooney (CRD# 2071191) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Plymouth, MI and has over 33 years of experience in the finance industry.
Lindsay Corneille (CRD# 4920119) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MI and has over 17 years of experience in the finance industry. Lindsay Corneille 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.
Steven Cupchak (CRD# 2215891) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 26 years of experience in the finance industry.
Ellen Davis (CRD# 2774598) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plymouth, MI and has over 27 years of experience in the finance industry.
April Delange (CRD# 1768445) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Plymouth, MI and has over 33 years of experience in the finance industry.