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Distance Only Clinton Township, 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
Kurt Davis (CRD# 4485309) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Clinton Township, MI and has over 21 years of experience in the finance industry.
Paul Demark (CRD# 1400019) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton Township, MI and has over 38 years of experience in the finance industry.
Frank Dilorenzo (CRD# 5898048) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton Township, MI and has over 12 years of experience in the finance industry.
John Dreshaj (CRD# 6282377) 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. John Dreshaj 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.
David Evola (CRD# 2595853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton Township, MI and has over 28 years of experience in the finance industry.
Dominic Fazzolari (CRD# 6166040) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton Township, MI and has over 9 years of experience in the finance industry.
Thomas Gray (CRD# 1781672) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton Township, MI and has over 36 years of experience in the finance industry.
Barak Henderson (CRD# 6659678) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Clinton Township, MI and has over 7 years of experience in the finance industry. Barak Henderson 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.
Daniel Heppler (CRD# 2794759) is an Investment Advisor Representative working at Edward Jones in Clinton Township, MI and has over 27 years of experience in the finance industry.
Amy Hoffman (CRD# 6568169) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Clinton Township, MI and has over 7 years of experience in the finance industry.