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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
Catherine Gearig (CRD# 4711521) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Rochester Hills, MI and has over 20 years of experience in the finance industry. Catherine Gearig 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.
Thomas Graber (CRD# 2030989) is an Investment Advisor Representative working at Impact Investment Strategies, Inc. in Rochester Hills, MI and has over 34 years of experience in the finance industry. Thomas Graber 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.
Steven Guglielmetti (CRD# 2143211) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester Hills, MI and has over 32 years of experience in the finance industry.
Felicia Harris (CRD# 2338372) is an Investment Advisor Representative working at Everythinghr Financial Services LLC in Rochester Hills, MI and has over 30 years of experience in the finance industry. Felicia Harris 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.
Thomas Hergott (CRD# 2428362) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester Hills, MI and has over 30 years of experience in the finance industry.
Ethan Hoffman (CRD# 6484400) is an Investment Advisor Representative working at Edward Jones in Rochester Hills, MI and has over 7 years of experience in the finance industry.
Stephen Huber (CRD# 4846480) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester Hills, MI and has over 19 years of experience in the finance industry. Stephen Huber 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.
Steve Juncaj (CRD# 5802793) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester Hills, MI and has over 13 years of experience in the finance industry.
Robert Kahn (CRD# 5468116) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has over 16 years of experience in the finance industry.
Erik Klumpp (CRD# 4728270) is an Investment Advisor Representative working at Chessie Advisors, LLC in Rochester Hills, MI and has over 17 years of experience in the finance industry. Erik Klumpp 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.