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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
Beth McKinney (CRD# 5634705) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mishawaka, IN and has over 14 years of experience in the finance industry.
John McKissick (CRD# 1105822) is an Investment Advisor Representative working at United Capital Financial Advisors in Elkhart, IN and has over 41 years of experience in the finance industry. John McKissick 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 McMullen (CRD# 6688751) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Warsaw, IN and has over 7 years of experience in the finance industry.
Michael McNarney (CRD# 3162406) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mishawaka, IN and has over 25 years of experience in the finance industry.
John McSorley (CRD# 4767527) is an Investment Advisor Representative working at Guidance Investment Advisors, LLC in Elkhart, IN and has over 20 years of experience in the finance industry.
Rakesh Mehta (CRD# 2757921) is an Investment Advisor Representative working at Mehta Money, LLC in South Bend, IN and has over 28 years of experience in the finance industry. Rakesh Mehta 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.
Eric Meyer (CRD# 6674015) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has over 7 years of experience in the finance industry.
Douglas Mick (CRD# 715950) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Elkhart, IN and has over 43 years of experience in the finance industry.
Lane Miller (CRD# 7086843) is an Investment Advisor Representative working at Martin Capital Management, LLC in Elkhart, IN and has over 5 years of experience in the finance industry.
Stephen Miller (CRD# 5736771) is an Investment Advisor Representative working at Edward Jones in Mishawaka, IN and has over 14 years of experience in the finance industry.