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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
David Smith (CRD# 4361735) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MI and has over 22 years of experience in the finance industry. David Smith 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 Snyder (CRD# 4577293) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 20 years of experience in the finance industry.
Douglas Spurlock (CRD# 2241014) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MI and has over 31 years of experience in the finance industry.
Christopher Stewart (CRD# 6287800) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester, MI and has over 10 years of experience in the finance industry.
Robert Stockoski (CRD# 4666489) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 20 years of experience in the finance industry.
Peter Swan (CRD# 2352280) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 30 years of experience in the finance industry.
Kurt Terrien (CRD# 3188114) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 8 years of experience in the finance industry.
Mitchell Tokowitz (CRD# 2409721) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 30 years of experience in the finance industry.
Curtis Trimble (CRD# 4193565) is an Investment Advisor Representative working at Solyco Wealth LLC in Rochester, MI and has over 23 years of experience in the finance industry.
Kevin Van De Steene (CRD# 5756485) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MI and has over 12 years of experience in the finance industry.