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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
James Kingsley (CRD# 7382089) is an Investment Advisor Representative working at Huntington Financial Advisors in Birch Run, MI and has over 2 years of experience in the finance industry.
Kenneth Duetsch II (CRD# 2117710) is an Investment Advisor Representative working at Grand Capital Advisors, a fee-only RIA in Grand Blanc, MI and has over 32 years of experience in the finance industry. Kenneth Duetsch 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...
Stephen Schiestel (CRD# 7076674) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has 19 year of experience in the wealth management industry. Steve has obtained the Chartered Financial Advisor® (CFA®) designation. The CFA designation is arguably the most respected designation in finance with a weighted average pass rate around 11%. To obtain this designation, candidates sit for three exams, each requiring a minimum of 300 hours of intense study. Steve has also obtained a Master of Business Administration (MBA) from Michigan State University...
David Abbs (CRD# 1031068) is an Investment Advisor Representative working at Cwm, LLC in Saginaw, MI and has over 42 years of experience in the finance industry. David Abbs 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.
Brian Abraham (CRD# 5184145) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bay City, MI and has over 17 years of experience in the finance industry.
Bianca Adamo-Leece (CRD# 4473397) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flushing, MI and has over 21 years of experience in the finance industry.
Douglas Adams (CRD# 3160022) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Saginaw, MI and has over 25 years of experience in the finance industry.
Alecia Agnew (CRD# 6703482) is an Investment Advisor Representative working at Lpl Financial LLC in Chesaning, MI and has over 7 years of experience in the finance industry.
Cheryl Allan (CRD# 1602212) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 37 years of experience in the finance industry.
Ryan Ames (CRD# 3263181) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Blanc, MI and has over 23 years of experience in the finance industry.