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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
Gerald Purdy (CRD# 3064398) is an Investment Advisor Representative working at Lpl Financial LLC in Macomb, MI and has over 25 years of experience in the finance industry.
Jeffrey Rancilio (CRD# 1844557) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Port Huron, MI and has over 35 years of experience in the finance industry.
William Reed (CRD# 2708571) is an Investment Advisor Representative working at First Financial Coaching, Inc. in Mount Clemens, MI and has over 28 years of experience in the finance industry.
Michael Ringler (CRD# 2930688) is an Investment Advisor Representative working at Avantax Advisory Services in Macomb, MI and has over 26 years of experience in the finance industry.
Monika Rittner (CRD# 3082082) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mount Clemens, MI and has over 23 years of experience in the finance industry.
John Rodriguez (CRD# 6840715) is an Investment Advisor Representative working at Huntington Financial Advisors in Macomb Township, MI and has over 6 years of experience in the finance industry.
Cameron Roehl (CRD# 6300440) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Clinton Township, MI and has over 10 years of experience in the finance industry. Cameron Roehl 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.
Cynthia Rogers (CRD# 5902500) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton Twp., MI and has over 12 years of experience in the finance industry.
Michael Sarcheck (CRD# 3062808) is an Investment Advisor Representative working at First Financial Coaching, Inc. in Mount Clemens, MI and has over 25 years of experience in the finance industry.
Pamela Sarney (CRD# 1001231) is an Investment Advisor Representative working at Spc in New Baltimore, MI and has over 42 years of experience in the finance industry. Pamela Sarney 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.