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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
Michael Gay (CRD# 5086610) is an Investment Advisor Representative working at Planvesting, LLC in Grayling, MI and has 1 year of experience in the finance industry. Michael Gay 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.
Trevis Gillow (CRD# 2251704) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 30 years of experience in the finance industry.
Mark Goetz (CRD# 2343392) is an Investment Advisor Representative working at Ark Advisors, LLC in Traverse City, MI and has over 30 years of experience in the finance industry.
Lauren Golba (CRD# 6872812) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 6 years of experience in the finance industry.
Matthew Golba (CRD# 5575219) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 15 years of experience in the finance industry.
David Graf (CRD# 4680013) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Traverse City, MI and has over 20 years of experience in the finance industry.
Nicholas Greenman (CRD# 7067274) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 5 years of experience in the finance industry.
David Greiner (CRD# 4535085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 21 years of experience in the finance industry.
Rickey Grisham (CRD# 4808524) is an Investment Advisor Representative working at Edward Jones in Grayling, MI and has over 19 years of experience in the finance industry.
William Grombala (CRD# 1209225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 40 years of experience in the finance industry.