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Distance Only Royal Oak, MI
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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
Jonathan Pope (CRD# 4582704) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Royal Oak, MI and has over 17 years of experience in the finance industry.
Carl Rankin (CRD# 5479298) is an Investment Advisor Representative working at Advice And Planning Services in Royal Oak, MI and has over 10 years of experience in the finance industry.
Alexander Rasky (CRD# 1514362) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 25 years of experience in the finance industry.
James Roumell (CRD# 5629701) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 15 years of experience in the finance industry.
Trimeshia Smiley (CRD# 5644533) is an Investment Advisor Representative working at Ziggy Wealth, LLC in Royal Oak, MI and has over 13 years of experience in the finance industry.
Brewster Smith (CRD# 5684742) is an Investment Advisor Representative working at The Financial Planning Company in Royal Oak, MI and has 1 year of experience in the finance industry. Brewster 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.
Shannon Sweeney (CRD# 5902508) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Royal Oak, MI and has over 8 years of experience in the finance industry.
Daniel Taylor (CRD# 5335825) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Royal Oak, MI and has over 16 years of experience in the finance industry.
Michelle Tomei (CRD# 3003048) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 26 years of experience in the finance industry.
Thomas Turchetti (CRD# 721917) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 43 years of experience in the finance industry.