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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
Debra Pauldine (CRD# 2277388) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Blanc, MI and has over 31 years of experience in the finance industry. Debra Pauldine 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.
Jay Peitsch (CRD# 5751221) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flint, MI and has over 14 years of experience in the finance industry.
Gary Penn (CRD# 5681809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fenton, MI and has over 14 years of experience in the finance industry.
Paul Penzel (CRD# 1390967) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Flushing, MI and has over 38 years of experience in the finance industry. Paul Penzel 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.
Jennifer Phillips (CRD# 4058243) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Flint, MI and has over 23 years of experience in the finance industry.
John Piersall (CRD# 2563839) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saginaw, MI and has over 29 years of experience in the finance industry.
Clark Piper (CRD# 4707492) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saginaw, MI and has over 20 years of experience in the finance industry.
Dennis Poulos (CRD# 1113259) is an Investment Advisor Representative working at Eagle Strategies LLC in Flint, MI and has over 39 years of experience in the finance industry.
Jimmy Price (CRD# 1342044) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saginaw, MI and has over 39 years of experience in the finance industry.
David Prochazka (CRD# 854007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Blanc, MI and has over 43 years of experience in the finance industry.