-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Steven Masker (CRD# 4699799) is an Investment Advisor Representative working at Lpl Financial LLC in Frankenmuth, MI and has over 5 years of experience in the finance industry.
Mark Mathewson (CRD# 1667555) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 37 years of experience in the finance industry. Mark Mathewson 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.
Colin Maurer (CRD# 6060570) is an Investment Advisor Representative working at Edward Jones in Frankenmuth, MI and has over 11 years of experience in the finance industry.
Kelli McDonell (CRD# 4914007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 15 years of experience in the finance industry.
Nolan McIntosh (CRD# 6911159) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Freeland, MI and has over 6 years of experience in the finance industry.
Annette McTaggart (CRD# 4611005) is an Investment Advisor Representative working at Lpl Financial LLC in Saginaw, MI and has over 21 years of experience in the finance industry. Annette McTaggart 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.
Alicia Mercier (CRD# 1840361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 35 years of experience in the finance industry.
Matthew Mieske (CRD# 4360957) is an Investment Advisor Representative working at Lpl Financial LLC in Freeland, MI and has over 23 years of experience in the finance industry. Matthew Mieske 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.
Lee Miller (CRD# 3102001) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bay City, MI and has over 25 years of experience in the finance industry. Lee Miller 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.
Branden Minuth (CRD# 2841775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 27 years of experience in the finance industry.