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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
Matthew Bolton (CRD# 5688695) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vicksburg, MI and has over 14 years of experience in the finance industry. Matthew Bolton 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.
Sandra Devito (CRD# 7003086) is an Investment Advisor Representative working at Edward Jones in Vicksburg, MI and has over 5 years of experience in the finance industry.
Jill Walsh (CRD# 6894124) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vicksburg, MI and has over 6 years of experience in the finance industry. Jill Walsh 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.
Sharlee Zalewski (CRD# 5445126) is an Investment Advisor Representative working at Edward Jones in Vicksburg, MI and has over 13 years of experience in the finance industry.
Christine Butcher (CRD# 5518188) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vicksburg, MI and has 1 year of experience in the finance industry.
Anthony Rogers (CRD# 7603747) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vicksburg, MI and has 1 year of experience in the finance industry.
Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Huntington Financial Advisors in Kalamazoo, MI and has over 16 years of experience in the finance industry. Brian Ailes 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.
Ryan Alkhamis (CRD# 6573407) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 6 years of experience in the finance industry. Ryan Alkhamis 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.
Zachary Alkhamis (CRD# 6332865) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 8 years of experience in the finance industry.
Ziad Alkhamis (CRD# 2164875) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 32 years of experience in the finance industry.