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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
Jeremy Pearson (CRD# 6539835) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Traverse City, MI and has over 7 years of experience in the finance industry.
Megan Pegan-Naylor (CRD# 6386036) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry.
Jason Piedmonte (CRD# 4760480) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Traverse City, MI and has over 20 years of experience in the finance industry.
Christine Popp (CRD# 2640501) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 24 years of experience in the finance industry.
Matthew Quinter (CRD# 5307636) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Traverse City, MI and has over 16 years of experience in the finance industry.
Tracy Raz (CRD# 2855443) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 26 years of experience in the finance industry.
Robert Revett (CRD# 3044397) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Traverse City, MI and has over 25 years of experience in the finance industry.
Jonathan Ricks (CRD# 5247011) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Traverse City, MI and has over 17 years of experience in the finance industry.
Kurt Rivard (CRD# 1133211) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 39 years of experience in the finance industry.
Claudia Rodriguez (CRD# 6662094) is an Investment Advisor Representative working at Commonwealth Financial Network in Traverse City, MI and has over 7 years of experience in the finance industry.