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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
William Dijak (CRD# 1951822) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saginaw, MI and has over 27 years of experience in the finance industry. William Dijak 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.
Thomas Dillon (CRD# 5487575) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Owosso, MI and has over 16 years of experience in the finance industry.
Patrick Duffy (CRD# 4484741) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has over 21 years of experience in the finance industry.
Stephen Erb (CRD# 2864035) is an Investment Advisor Representative working at Chesme Capital Management in Dewitt, MI and has over 27 years of experience in the finance industry.
Noah Ferrio (CRD# 6322294) is an Investment Advisor Representative working at Lpl Financial LLC in Saginaw, MI and has over 9 years of experience in the finance industry.
Sarah Foster (CRD# 6420168) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has over 9 years of experience in the finance industry.
Clayton Funnell (CRD# 5821405) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 13 years of experience in the finance industry.
Joshua Funsch (CRD# 4671363) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 20 years of experience in the finance industry. Joshua Funsch 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.
Jonathan Gardey (CRD# 5030529) is an Investment Advisor Representative working at Gardey Financial Advisors Inc. in Saginaw, MI and has 1 year of experience in the finance industry. Jonathan Gardey 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.
Gregory Garl (CRD# 2641986) is an Investment Advisor Representative working at Lpl Financial LLC in Freeland, MI and has over 28 years of experience in the finance industry.