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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
Amy Irish (CRD# 5411058) is an Investment Advisor Representative working at Morgan Stanley in Rochester, MI and has over 16 years of experience in the finance industry.
William Jeffrey (CRD# 1468603) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 36 years of experience in the finance industry.
George Johnson (CRD# 4503530) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 22 years of experience in the finance industry.
Mark Kaiser (CRD# 5135123) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MI and has over 13 years of experience in the finance industry.
Joseph Kenyon (CRD# 4355623) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MI and has over 22 years of experience in the finance industry.
Christopher Klau (CRD# 6760355) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 7 years of experience in the finance industry.
Joseph Larocca (CRD# 6007845) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 12 years of experience in the finance industry.
Elizabeth Larson (CRD# 7060847) is an Investment Advisor Representative working at Prosperity Capital Advisors in Rochester, MI and has over 5 years of experience in the finance industry.
Gary Lloyd (CRD# 5768051) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 14 years of experience in the finance industry.
Scott Lundberg (CRD# 4928864) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 18 years of experience in the finance industry. Scott Lundberg 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.