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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
Samuel Holmes (CRD# 4010531) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 24 years of experience in the finance industry. Samuel Holmes 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.
Sara Hornick (CRD# 6018017) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 9 years of experience in the finance industry.
Mechthild Howell (CRD# 2441065) is an Investment Advisor Representative working at Western International Securities in Traverse City, MI and has over 30 years of experience in the finance industry.
Jerry Hubbell (CRD# 2397815) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 30 years of experience in the finance industry.
Roxanne Hunter (CRD# 6273943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 10 years of experience in the finance industry.
Bryce Jenkins (CRD# 6147398) is an Investment Advisor Representative working at Lpl Financial LLC in Charlevoix, MI and has over 11 years of experience in the finance industry. Bryce Jenkins 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.
Jeffrey Johnson (CRD# 3048003) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 25 years of experience in the finance industry.
Randall Kamps (CRD# 2860655) is an Investment Advisor Representative working at I Am, Inc. in Williamsburg, MI and has over 27 years of experience in the finance industry.
Kelly Kazmierski (CRD# 4824852) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has over 19 years of experience in the finance industry.
Jamie Keillor (CRD# 6654935) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 7 years of experience in the finance industry.