Years of Experience
5-20+ Years
WHITEHALL, MI
3 Years Experience
0 Disclosures
ADVISOR BIO
Danielle Priest is a financial advisor who has been working in the industry since 2021. Danielle is currently registered with Edward Jones in Whitehall, MI. Danielle previously worked at J.P. Morgan Securities LLC, Morgan Stanley and E*TRADE Securities LLC. Danielle holds Series 7TO, Series 63 and SIE licenses. Danielle's current registration status is approved in the state of MI.
SPECIALIZATIONS
WHITEHALL, MI
35 Years Experience
0 Disclosures
ADVISOR BIO
James Bird is a financial advisor with over 30 years of experience in the industry. James has held positions at several firms, including CUNA Brokerage Services, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. James is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. James is licensed in 20 states and offers a variety of financial services, including financial planning, portfolio management, and retirement planning. James is committed to helping clients reach their financial goals.
SPECIALIZATIONS
WHITEHALL, MI
30 Years Experience
0 Disclosures
ADVISOR BIO
Scott Geiger is a financial advisor at Edward Jones. Scott has been in the industry since February 1995 and is currently registered with the state of Michigan as an Investment Advisor Representative. Scott is also registered as a Registered Representative in the state of Michigan. Scott has a Series 7 and Series 66 license as well as a SIE license. Scott is registered with Edward Jones and has been with the firm since December 1994. Edward Jones is a national financial services firm that provides financial advice and investment products to individuals and families.
SPECIALIZATIONS
WHITEHALL, MI
41 Years Experience
0 Disclosures
ADVISOR BIO
Steven Moran is a financial advisor with over 38 years of experience in the financial services industry. Steven is currently registered with LPL Financial LLC and holds Series 6, 63, and 65 licenses. Steven has previously worked with several other firms including Woodbury Financial Services, Inc., Questar Capital Corporation, Royal Alliance Associates, Inc., Mariner Financial Services, Inc., Walnut Street Securities, Inc., North American Management, Inc., Geneva Securities, Inc., and First American National Securities, Inc. Steven is also licensed in California, Florida, Indiana, Michigan, and Texas. Steven specializes in a variety of financial services including investment advisory, financial planning, pension consulting, educational seminars, and portfolio management.
SPECIALIZATIONS
