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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
Mitchell Kennedy (CRD# 7545306) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry. Mitchell Kennedy 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.
Caden Kipp (CRD# 7038844) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has 1 year of experience in the finance industry.
Ethan Kok (CRD# 7370947) is an Investment Advisor Representative working at Sage Wealth Planning in Midland, MI and has over 3 years of experience in the finance industry.
Matthew Lambertson (CRD# 7486510) is an Investment Advisor Representative working at Edward Jones in Midland, MI and has over 2 years of experience in the finance industry.
Thomas Lanning (CRD# 5341471) is an Investment Advisor Representative working at Huntington Financial Advisors in Midland, MI and has over 10 years of experience in the finance industry.
Stephen Lawler (CRD# 6831637) is an Investment Advisor Representative working at Sym Financial Advisors in Midland, MI and has 1 year of experience in the finance industry. Stephen Lawler 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.
Mckenzie Lee (CRD# 6184951) is an Investment Advisor Representative working at Edward Jones in Midland, MI and has over 3 years of experience in the finance industry.
Bryce Lipovsky (CRD# 7116113) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Midland, MI and has over 3 years of experience in the finance industry.
Gregory Maher (CRD# 6422593) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Mount Pleasant, MI and has over 9 years of experience in the finance industry.
Jacob Nicol (CRD# 7204821) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Midland, MI and has over 2 years of experience in the finance industry.