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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
Robert Borlik (CRD# 5625428) is an Investment Advisor Representative working at Edward Jones in North Liberty, IN and has over 15 years of experience in the finance industry.
Jeremy Cox (CRD# 7181238) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Liberty, IN and has over 4 years of experience in the finance industry.
Timothy Wilson (CRD# 6570585) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Liberty, IN and has over 6 years of experience in the finance industry.
Christopher Adams (CRD# 4621831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 21 years of experience in the finance industry.
Man Dee Alevizos (CRD# 6757460) is an Investment Advisor Representative working at Edward Jones in Michigan City, IN and has over 6 years of experience in the finance industry.
Joshua Alexander (CRD# 4568561) is an Investment Advisor Representative working at State Farm Investment Management Corp. in La Porte, IN and has over 21 years of experience in the finance industry.
Kevin Anthony (CRD# 1612027) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 37 years of experience in the finance industry.
Michael Anthony (CRD# 7077467) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 5 years of experience in the finance industry. Michael Anthony 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.
Daniel Arnold (CRD# 2201781) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mishawaka, IN and has over 32 years of experience in the finance industry.
Andrew Asma (CRD# 6990028) is an Investment Advisor Representative working at Edward Jones in Elkhart, IN and has over 5 years of experience in the finance industry.