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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
Jason Van Duyn (CRD# 4067525) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 24 years of experience in the finance industry.
Karen Warner (CRD# 2124324) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, MI and has over 20 years of experience in the finance industry.
Lance Whitney (CRD# 4960943) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 15 years of experience in the finance industry.
Brent Wichlacz (CRD# 3240438) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 14 years of experience in the finance industry.
Xenia Woltmann (CRD# 4256157) is an Investment Advisor Representative working at Rochester Wealth Strategies, LLC in Rochester, MI and has over 23 years of experience in the finance industry.
Gary Wood (CRD# 5180375) is an Investment Advisor Representative working at Avantax Advisory Services in Rochester, MI and has over 17 years of experience in the finance industry.
Kob Yan (CRD# 4019037) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, MI and has over 24 years of experience in the finance industry.
Jason Young (CRD# 6988991) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 5 years of experience in the finance industry.
Matthew Zandi (CRD# 2590382) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rochester, MI and has over 29 years of experience in the finance industry.
Bart Dichiaro (CRD# 4967879) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 10 years of experience in the finance industry.