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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
Patrick Arndt (CRD# 7814826) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Fenton, MI and has 1 year of experience in the finance industry.
Melissa Burt (CRD# 6095410) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fenton, MI and has over 11 years of experience in the finance industry.
Amanda Pokrefky (CRD# 7633827) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fenton, MI and has 1 year of experience in the finance industry.
Alexander Rowe (CRD# 7716829) is an Investment Advisor Representative working at Sapphire Blue Investment Partners in Fenton, MI and has 1 year of experience in the finance industry.
Charles Stevens (CRD# 4119671) is an Investment Advisor Representative working at Oakgrove Wealth Management in Fenton, MI and has over 24 years of experience in the finance industry.
Dylan Stewart (CRD# 7497478) is an Investment Advisor Representative working at Kaydan Wealth Management, Inc. in Fenton, MI and has over 2 years of experience in the finance industry. Dylan Stewart 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.
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...
Rebecca Abel (CRD# 4216990) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Farmington Hills, MI and has over 23 years of experience in the finance industry. Rebecca Abel 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.
Kristina Abro (CRD# 6049892) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Auburn Hills, MI and has over 11 years of experience in the finance industry.