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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
Patrick Dorcey (CRD# 1915635) is an Investment Advisor Representative working at Edward Jones in Ira, MI and has over 35 years of experience in the finance industry.
John Dreshaj (CRD# 6282377) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Clinton Township, MI and has over 10 years of experience in the finance industry. John Dreshaj 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.
Brian Duda (CRD# 2331488) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Port Huron, MI and has over 30 years of experience in the finance industry.
Kathleen Elliott (CRD# 4206938) is an Investment Advisor Representative working at Trivelloni Asset Management in Mount Clemens, MI and has over 10 years of experience in the finance industry.
Anthony Essian (CRD# 2345537) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, MI and has over 30 years of experience in the finance industry.
David Evola (CRD# 2595853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton Township, MI and has over 28 years of experience in the finance industry.
Dominic Fazzolari (CRD# 6166040) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton Township, MI and has over 9 years of experience in the finance industry.
Salvatore Finazzo (CRD# 4694833) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saint Clair Shores, MI and has over 20 years of experience in the finance industry.
Erika Fitzhugh (CRD# 5462290) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Clair Shores, MI and has over 13 years of experience in the finance industry.
Anthony Forlini (CRD# 1390523) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mount Clemens, MI and has over 38 years of experience in the finance industry. Anthony Forlini 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.