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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
Shannon Schiebel (CRD# 6045917) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Prudenville, MI and has 1 year of experience in the finance industry.
Todd Reno (CRD# 2763579) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Prudenville, MI and has over 21 years of experience in the finance industry.
Lori Middleton (CRD# 5983487) is an Investment Advisor Representative working at Edward Jones in Prudenville, MI and has over 6 years of experience in the finance industry.
James Frazier (CRD# 1250006) is an Investment Advisor Representative working at Principal Securities, Inc. in Grand Rapids, MI and has over 33 years of experience in the finance industry.
Dale Holec (CRD# 1713860) is an Investment Advisor Representative working at Mml Investors Services, LLC in Gladwin, MI and has over 30 years of experience in the finance industry.
Tyler Pell (CRD# 4046133) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry. Tyler Pell 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 Rabideau (CRD# 850519) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Grand Rapids, MI and has over 37 years of experience in the finance industry.
Gregory Bangma (CRD# 4145539) is an Investment Advisor Representative working at Silver Lake Advisory in Grand Rapids, MI and has over 17 years of experience in the finance industry.
Richard Beadle (CRD# 5083629) is an Investment Advisor Representative working at Edward Jones in Gladwin, MI and has over 12 years of experience in the finance industry.
Vianna Burns (CRD# 5691258) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Roscommon, MI and has over 8 years of experience in the finance industry.