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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
Douglas Ellis (CRD# 5661912) is an Investment Advisor Representative working at Newedge Advisors in Stevensville, MI and has over 15 years of experience in the finance industry.
Philip Ellis (CRD# 6218370) is an Investment Advisor Representative working at Oneseven in Saint Joseph, MI and has over 11 years of experience in the finance industry.
Jenna Everett (CRD# 1805159) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has over 36 years of experience in the finance industry. Jenna Everett 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 Face (CRD# 5548274) is an Investment Advisor Representative working at Face 2 Face Financial Planning, LLC in Portage, MI and has over 9 years of experience in the finance industry. Brian Face 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 Farrance (CRD# 6586399) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
Carol Fasbender (CRD# 1453739) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saint Joseph, MI and has over 38 years of experience in the finance industry. Carol Fasbender 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.
Gregory Feltner (CRD# 5726288) is an Investment Advisor Representative working at Edward Jones in Portage, MI and has over 14 years of experience in the finance industry.
Rena Fields (CRD# 3217781) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 24 years of experience in the finance industry.
Roger Finder (CRD# 1133494) is an Investment Advisor Representative working at Commonwealth Financial Network in Portage, MI and has over 41 years of experience in the finance industry. Roger Finder 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.
John Fiore (CRD# 6518601) is an Investment Advisor Representative working at Edward Jones in Portage, MI and has over 8 years of experience in the finance industry.