-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gerald Morse (CRD# 2638291) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Blanc, MI and has over 28 years of experience in the finance industry.
Nicholas Nawrocki (CRD# 6703651) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Blanc, MI and has over 7 years of experience in the finance industry.
Scott Nicholas (CRD# 4229784) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Blanc, MI and has over 23 years of experience in the finance industry.
Leonard Nowak (CRD# 3134790) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 25 years of experience in the finance industry. Leonard Nowak 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.
Gary Nucian (CRD# 349795) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Grand Blanc, MI and has over 41 years of experience in the finance industry.
Denise Palmer (CRD# 5559978) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Blanc, MI and has over 12 years of experience in the finance industry.
Vincent Panizzi (CRD# 5954916) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 11 years of experience in the finance industry. Vincent Panizzi 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.
Debra Pauldine (CRD# 2277388) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Blanc, MI and has over 31 years of experience in the finance industry. Debra Pauldine 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 Prochazka (CRD# 854007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Blanc, MI and has over 43 years of experience in the finance industry.
Param Puri (CRD# 1273216) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Blanc, MI and has over 39 years of experience in the finance industry. Param Puri 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.