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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
James Zerilli (CRD# 6538892) is an Investment Advisor Representative working at Twentyfive Fourteen Wealth Management in Rochester Hills, MI and has over 8 years of experience in the finance industry.
Jacob Lee (CRD# 7703723) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester Hills, MI and has 1 year of experience in the finance industry.
Michael Mitchell (CRD# 7130989) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester Hills, MI and has over 4 years of experience in the finance industry.
Bachira Murray (CRD# 6610879) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester Hills, MI and has over 3 years of experience in the finance industry.
Julia Root (CRD# 7605457) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has 1 year of experience in the finance industry.
Steven Shepich (CRD# 2073554) is an Investment Advisor Representative working at Laffer Tengler Investments, Inc. in Rochester Hills, MI and has over 28 years of experience in the finance industry.
Mike Spinale (CRD# 4935147) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rochester Hills, MI and has over 13 years of experience in the finance industry.
Evan Wessel (CRD# 7657800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rochester Hills, MI and has 1 year of experience in the finance industry.
Nicholas Goode (CRD# 4661126) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 15 years of experience in the finance industry.
Nicholas Goode brings 15 years of financial services industry experience to a broad range of individuals, business owners, and professionals seeking comprehensive financial planning and wealth management strategies from an independent perspective. He specializes in helping small business owners, entrepreneurs, medical professionals, and their families develop investment and retirement income planning,...
Kenneth Duetsch II (CRD# 2117710) is an Investment Advisor Representative working at Grand Capital Advisors, a fee-only RIA in Grand Blanc, MI and has over 32 years of experience in the finance industry. Kenneth Duetsch 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...