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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
Brendan Dunleavy (CRD# 2693617) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southfield, MI and has over 28 years of experience in the finance industry.
Kristen Dunn (CRD# 4423945) is an Investment Advisor Representative working at Primerica Advisors in Southfield, MI and has over 22 years of experience in the finance industry.
Robert Dutkiewicz (CRD# 4623012) is an Investment Advisor Representative working at C&m Connections, LLC in Southfield, MI and has over 6 years of experience in the finance industry.
Kiernan Easton (CRD# 6414879) is an Investment Advisor Representative working at Dynamic Wealth Solutions LLC in Southfield, MI and has over 9 years of experience in the finance industry.
Ryan Erdmann (CRD# 7075153) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 5 years of experience in the finance industry. Ryan Erdmann 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.
Matthew Essmann (CRD# 5697283) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 14 years of experience in the finance industry.
Erin Farley (CRD# 6651925) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 7 years of experience in the finance industry. Erin Farley 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.
Athena Felhandler (CRD# 4823419) is an Investment Advisor Representative working at Arbor Point Advisors in Southfield, MI and has over 19 years of experience in the finance industry.
Jay Ferrans (CRD# 5608914) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 15 years of experience in the finance industry.
Trent Fetters (CRD# 2776555) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southfield, MI and has over 27 years of experience in the finance industry.