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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
Kirk Curtis (CRD# 2994029) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 26 years of experience in the finance industry.
Bethany Curtiss-Phyle (CRD# 2168095) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 32 years of experience in the finance industry.
Floyd Dabney (CRD# 4137985) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, MI and has over 23 years of experience in the finance industry.
Kirk Dahring (CRD# 2461140) is an Investment Advisor Representative working at Next Financial Group, Inc. in Troy, MI and has over 29 years of experience in the finance industry.
Matthew Daniels (CRD# 4894177) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Troy, MI and has over 16 years of experience in the finance industry.
John Dankovich (CRD# 1413703) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Troy, MI and has over 24 years of experience in the finance industry.
John Daugherty (CRD# 2463445) is an Investment Advisor Representative working at Morgan Stanley in Troy, MI and has over 30 years of experience in the finance industry. John Daugherty 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.
Melanie Daugherty (CRD# 4647537) is an Investment Advisor Representative working at Morgan Stanley in Troy, MI and has over 20 years of experience in the finance industry.
Gregory Davies (CRD# 2357578) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, MI and has over 30 years of experience in the finance industry.
Matthew Davis (CRD# 2996819) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, MI and has over 26 years of experience in the finance industry. Matthew Davis 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.