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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
Erin Ludwig (CRD# 6887426) is an Investment Advisor Representative working at Edward Jones in Clare, MI and has over 6 years of experience in the finance industry.
Timothy Mantyla (CRD# 1919284) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Midland, MI and has over 35 years of experience in the finance industry.
Jose Martinez (CRD# 4783256) is an Investment Advisor Representative working at Lpl Financial LLC in Midland, MI and has over 13 years of experience in the finance industry.
Jared Merchant (CRD# 4539489) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alma, MI and has over 21 years of experience in the finance industry. Jared Merchant 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.
Ryan Micho (CRD# 6159675) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Midland, MI and has over 8 years of experience in the finance industry.
David Moscardelli (CRD# 4560513) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, MI and has over 21 years of experience in the finance industry.
Troy Moulton (CRD# 1806731) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Sanford, MI and has over 36 years of experience in the finance industry.
Matthew Murray (CRD# 6895366) is an Investment Advisor Representative working at Edward Jones in Midland, MI and has over 5 years of experience in the finance industry.
Shannon Nagy (CRD# 4376500) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Alma, MI and has over 9 years of experience in the finance industry.
Lori Neeb (CRD# 5760930) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has over 14 years of experience in the finance industry.