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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
Robert Carr (CRD# 1673962) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 36 years of experience in the finance industry. Robert Carr 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.
Edyta Carter (CRD# 5497504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.
Joseph Carter (CRD# 4437394) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.
Aaron Cary (CRD# 6087502) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 11 years of experience in the finance industry.
Robert Casaceli (CRD# 2943728) is an Investment Advisor Representative working at Teton Peaks Advisors LLC in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.
Kara Case (CRD# 6581906) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn Hills, MI and has over 8 years of experience in the finance industry. Kara Case 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.
Steven Case (CRD# 1935087) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomfield Hills, MI and has over 34 years of experience in the finance industry. Steven Case 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 Casey (CRD# 6556127) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Rochester Hills, MI and has over 8 years of experience in the finance industry.
Daniel Casey (CRD# 3266505) is an Investment Advisor Representative working at Bridgeriver Advisors LLC in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.
Stacey Cassis (CRD# 724040) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 43 years of experience in the finance industry.