-
Distance Metro area (25 miles)
-
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
Joseph Miller (CRD# 2820751) is an Investment Advisor Representative working at Miller Financial Services LLC in Marshall, MI and has over 27 years of experience in the finance industry.
Denise Moeckel (CRD# 7003085) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 5 years of experience in the finance industry.
Anthony Mogle (CRD# 2018286) is an Investment Advisor Representative working at Next Financial Group, Inc. in Jackson, MI and has over 33 years of experience in the finance industry.
Kimmy Morris (CRD# 5137390) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Hillsdale, MI and has over 17 years of experience in the finance industry.
James Morrison (CRD# 340742) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 41 years of experience in the finance industry.
Brent Oliver (CRD# 6259645) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 10 years of experience in the finance industry. Brent Oliver 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.
Raymond Pape (CRD# 2476005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Leslie, MI and has over 29 years of experience in the finance industry.
Matthew Patillo (CRD# 5834891) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 11 years of experience in the finance industry.
Kevin Phillips (CRD# 5575319) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 15 years of experience in the finance industry.
David Price (CRD# 4752150) is an Investment Advisor Representative working at Edward Jones in Eaton Rapids, MI and has over 20 years of experience in the finance industry.