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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
Michael Muchortow (CRD# 4618020) is an Investment Advisor Representative working at Avantax Advisory Services in Rochester, MI and has over 21 years of experience in the finance industry.
Daniel Murfey (CRD# 6714334) is an Investment Advisor Representative working at Edward Jones in Rochester, MI and has over 7 years of experience in the finance industry.
Timoleon Nicholaou (CRD# 1245517) is an Investment Advisor Representative working at Brokers Financial in Rochester, MI and has over 14 years of experience in the finance industry.
Stephen Niezgoda (CRD# 2570080) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, MI and has over 29 years of experience in the finance industry.
Aaron Oskey (CRD# 5284187) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, MI and has over 16 years of experience in the finance industry.
Colin Overweg (CRD# 6405769) is an Investment Advisor Representative working at Advize Wealth Management in Rochester, MI and has over 9 years of experience in the finance industry. Colin Overweg 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 Patterson (CRD# 1254698) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 23 years of experience in the finance industry.
John Perko (CRD# 2890960) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 26 years of experience in the finance industry.
Clifton Powell (CRD# 2620618) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 28 years of experience in the finance industry. Clifton Powell 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.
Charles Reinhold (CRD# 1464960) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 38 years of experience in the finance industry.