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Distance Only Livonia, MI
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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
Eric Eggen (CRD# 5987285) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Livonia, MI and has over 12 years of experience in the finance industry.
Isabel Fliss (CRD# 7740846) is an Investment Advisor Representative working at Corecap Advisors in Livonia, MI and has 1 year of experience in the finance industry.
Ashley Gajda (CRD# 7480186) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Livonia, MI and has over 2 years of experience in the finance industry.
Michael Guillery (CRD# 2659726) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livonia, MI and has over 6 years of experience in the finance industry.
Brandon Harris (CRD# 7774673) is an Investment Advisor Representative working at Edward Jones in Livonia, MI and has 1 year of experience in the finance industry.
George Herr (CRD# 7780724) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Livonia, MI and has 1 year of experience in the finance industry. George Herr 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.
Matthew Kidd (CRD# 7638406) is an Investment Advisor Representative working at Kidd Financial Planning, LLC in Livonia, MI and has 1 year of experience in the finance industry.
Jacob Lamrock (CRD# 6962126) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Livonia, MI and has over 3 years of experience in the finance industry.
Matthew Lenhardt (CRD# 6918189) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livonia, MI and has over 5 years of experience in the finance industry. Matthew Lenhardt 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.
Stefan Lightfoot (CRD# 7474844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Livonia, MI and has over 2 years of experience in the finance industry.