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Distance Only Sterling Heights, MI
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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
Wendy Morin (CRD# 7624312) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sterling Heights, MI and has 1 year of experience in the finance industry.
Steven Patros (CRD# 7758520) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Heights, MI and has 1 year of experience in the finance industry.
Nicholas Shaheen (CRD# 6355711) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sterling Heights, MI and has 1 year of experience in the finance industry. Nicholas Shaheen 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.
Mary Sheahan (CRD# 7278381) is an Investment Advisor Representative working at The Fiduciary Alliance in Sterling Heights, MI and has 1 year of experience in the finance industry.
Clinton St. Mosley (CRD# 7159810) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Heights, MI and has over 4 years of experience in the finance industry.
Russell Vallee (CRD# 6069517) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Heights, MI and has over 11 years of experience in the finance industry.
Brian Wyzgowski (CRD# 7553635) is an Investment Advisor Representative working at Cuso Financial Services in Sterling Heights, MI and has 1 year of experience in the finance industry.