-
Distance Only Saginaw, MI
-
COMPENSATION Either
-
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
Jesse Lillard (CRD# 6122103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 11 years of experience in the finance industry.
Frank List (CRD# 1053919) is an Investment Advisor Representative working at Equitable Advisors, LLC in Saginaw, MI and has over 39 years of experience in the finance industry.
Matthew List (CRD# 3228890) is an Investment Advisor Representative working at Equitable Advisors, LLC in Saginaw, MI and has over 24 years of experience in the finance industry.
Johnny Martinez (CRD# 4068389) is an Investment Advisor Representative working at Commonwealth Financial Network in Saginaw, MI and has over 24 years of experience in the finance industry.
Ellen Martz (CRD# 1262473) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saginaw, MI and has over 39 years of experience in the finance industry.
Mark Mathewson (CRD# 1667555) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 37 years of experience in the finance industry. Mark Mathewson 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.
Kelli McDonell (CRD# 4914007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 15 years of experience in the finance industry.
Annette McTaggart (CRD# 4611005) is an Investment Advisor Representative working at Lpl Financial LLC in Saginaw, MI and has over 21 years of experience in the finance industry. Annette McTaggart 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.
Alicia Mercier (CRD# 1840361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 35 years of experience in the finance industry.
Branden Minuth (CRD# 2841775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 27 years of experience in the finance industry.