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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
Brent Bell (CRD# 6079235) is an Investment Advisor Representative working at Bell Financial Planning in South Lyon, MI and has 1 year of experience in the finance industry. Brent Bell 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.
Michael Cicchella (CRD# 1058962) is an Investment Advisor Representative working at Spc in South Lyon, MI and has over 41 years of experience in the finance industry.
John Dreher (CRD# 1095129) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Lyon, MI and has over 40 years of experience in the finance industry.
Richard Foytek (CRD# 5304897) is an Investment Advisor Representative working at Creative Planning in South Lyon, MI and has over 16 years of experience in the finance industry.
Richard Hamlin (CRD# 2043968) is an Investment Advisor Representative working at Spc in South Lyon, MI and has over 33 years of experience in the finance industry.
Jeremy Hershey (CRD# 5881725) is an Investment Advisor Representative working at Huntington Financial Advisors in South Lyon, MI and has over 13 years of experience in the finance industry.
Mark Mitchell (CRD# 1472371) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in South Lyon, MI and has over 37 years of experience in the finance industry. Mark Mitchell 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.
Amy Schaefer-Sergio (CRD# 4785557) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in South Lyon, MI and has over 19 years of experience in the finance industry.
Debra Smola (CRD# 5807499) is an Investment Advisor Representative working at Edward Jones in South Lyon, MI and has over 13 years of experience in the finance industry.
Jeffrey Tubbs (CRD# 2335750) is an Investment Advisor Representative working at Spc in South Lyon, MI and has over 30 years of experience in the finance industry.