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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
Jeffrey Roman (CRD# 5974291) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 12 years of experience in the finance industry. Jeffrey Roman 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.
Russell Slack (CRD# 6739839) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 7 years of experience in the finance industry. Russell Slack 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.
Faye Sykes (CRD# 5014910) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 18 years of experience in the finance industry.
Brian Walker (CRD# 6270667) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 8 years of experience in the finance industry.
Christian Whitehead (CRD# 5740481) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 12 years of experience in the finance industry. Christian Whitehead 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.
Kaitlyn Duchien (CRD# 7117447) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has 1 year of experience in the finance industry.
Grant Dunatchik (CRD# 7100946) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 3 years of experience in the finance industry.
Heath Heavy (CRD# 7503640) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 3 years of experience in the finance industry.
Jennifer Shinabarger (CRD# 5027084) is an Investment Advisor Representative working at Edward Jones in Haslett, MI and has over 5 years of experience in the finance industry.