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Distance Only Sterling Heights, MI
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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
Debra Dickerson (CRD# 7300501) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sterling Heights, MI and has over 3 years of experience in the finance industry.
Joseph Elias (CRD# 7811339) is an Investment Advisor Representative working at Wealthy Intentions in Sterling Heights, MI and has 1 year of experience in the finance industry.
Ann Escandon (CRD# 2451439) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sterling Heights, MI and has over 8 years of experience in the finance industry.
Colleen Kerner (CRD# 3126349) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Heights, MI and has over 16 years of experience in the finance industry.
Ryan Knaack (CRD# 7304944) is an Investment Advisor Representative working at Wealthy Intentions in Sterling Heights, MI and has over 3 years of experience in the finance industry.
Wendy Morin (CRD# 7624312) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sterling Heights, MI and has 1 year of experience in the finance industry.
Daniel Orfin (CRD# 7856843) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Sterling Heights, MI and has 1 year of experience in the finance industry.
Steven Patros (CRD# 7758520) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Heights, MI and has 1 year of experience in the finance industry.
Nicholas Shaheen (CRD# 6355711) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sterling Heights, MI and has 1 year of experience in the finance industry. Nicholas Shaheen 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.
Clinton St. Mosley (CRD# 7159810) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Heights, MI and has over 4 years of experience in the finance industry.