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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
Tara Nulty (CRD# 5245997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portage, MI and has over 10 years of experience in the finance industry.
Kelly Odean (CRD# 3164395) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 25 years of experience in the finance industry.
Randy Orwig (CRD# 2284759) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 31 years of experience in the finance industry.
James Parker (CRD# 2268274) is an Investment Advisor Representative working at Commonwealth Financial Network in Portage, MI and has over 31 years of experience in the finance industry.
Kelli Parris (CRD# 5586950) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Portage, MI and has over 15 years of experience in the finance industry.
Joseph Pearcy (CRD# 5620739) is an Investment Advisor Representative working at Principal Securities, Inc. in Kalamazoo, MI and has over 13 years of experience in the finance industry.
Amy Peirce (CRD# 1765455) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saint Joseph, MI and has over 35 years of experience in the finance industry.
Stephen Peterson (CRD# 6658461) is an Investment Advisor Representative working at Personal Financial Advice & Insights, LLC in Stevensville, MI and has over 8 years of experience in the finance industry.
Jamie Phillips (CRD# 2194857) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portage, MI and has over 28 years of experience in the finance industry.
Janene Pirbhai (CRD# 2318588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portage, MI and has over 31 years of experience in the finance industry. Janene Pirbhai 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.