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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
Justin Martello (CRD# 4751869) is an Investment Advisor Representative working at Effective Assets in Haslett, MI and has over 20 years of experience in the finance industry. Justin Martello 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.
Anthony Mazzali (CRD# 2333739) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 30 years of experience in the finance industry. Anthony Mazzali 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.
Michael McMillan (CRD# 6428321) is an Investment Advisor Representative working at Lpl Financial LLC in Haslett, MI and has over 9 years of experience in the finance industry.
Daniel Mohr (CRD# 4830863) is an Investment Advisor Representative working at Retireful LLC in Lansing, MI and has over 16 years of experience in the finance industry.
Juan Munoz (CRD# 5527117) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 15 years of experience in the finance industry. Juan Munoz 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.
Scott Palomaki (CRD# 5631610) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 14 years of experience in the finance industry.
Parke Petersen (CRD# 4908008) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 19 years of experience in the finance industry.
Sanford Prizant (CRD# 1263173) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 37 years of experience in the finance industry.
Thomas Robertson (CRD# 1642030) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 26 years of experience in the finance industry.