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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
Stacie Duclos (CRD# 6161656) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rochester, MI and has over 11 years of experience in the finance industry.
Michael Dzialo (CRD# 1666150) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 35 years of experience in the finance industry.
Dennis Engel (CRD# 2229428) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 26 years of experience in the finance industry.
John Fawcett (CRD# 4464994) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 22 years of experience in the finance industry.
Zachary Fellows (CRD# 6537788) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 8 years of experience in the finance industry.
David Ficarra (CRD# 2302076) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 31 years of experience in the finance industry.
Thomas Fitzgerald (CRD# 2617750) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 20 years of experience in the finance industry.
Robert Frank (CRD# 2547062) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 29 years of experience in the finance industry.
Jeffrey Freeman (CRD# 4585007) is an Investment Advisor Representative working at Avantax Advisory Services in Rochester, MI and has over 21 years of experience in the finance industry. Jeffrey Freeman 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.
Mark Frye (CRD# 6075192) is an Investment Advisor Representative working at Edward Jones in Rochester, MI and has over 9 years of experience in the finance industry.