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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
Joel Mallery (CRD# 2233564) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Grand Blanc, MI and has over 31 years of experience in the finance industry.
Richard Marotzke (CRD# 4693568) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 20 years of experience in the finance industry.
Melissa Marrero (CRD# 4058054) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flushing, MI and has over 23 years of experience in the finance industry.
Ellen Martz (CRD# 1262473) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saginaw, MI and has over 39 years of experience in the finance industry.
Steven Masker (CRD# 4699799) is an Investment Advisor Representative working at Lpl Financial LLC in Frankenmuth, MI and has over 5 years of experience in the finance industry.
Colin Maurer (CRD# 6060570) is an Investment Advisor Representative working at Edward Jones in Frankenmuth, MI and has over 11 years of experience in the finance industry.
Robert Maxwell (CRD# 4822662) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Grand Blanc, MI and has over 19 years of experience in the finance industry. Robert Maxwell 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.
Todd McClain (CRD# 5744760) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Flint, MI and has 1 year of experience in the finance industry. Todd McClain 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.
Teresa McClelland-Sargent (CRD# 3137092) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Flint, MI and has over 25 years of experience in the finance industry. Teresa McClelland-Sargent 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.
Kurtis McMahan (CRD# 6026298) is an Investment Advisor Representative working at Edward Jones in Davison, MI and has over 12 years of experience in the finance industry.