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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
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.
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.
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.
Lubna Jones (CRD# 1683196) is an Investment Advisor Representative working at Wells Fargo Advisors in Traverse City, MI and has over 36 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.
Kevin Kelly (CRD# 1014415) is an Investment Advisor Representative working at Western International Securities in Traverse City, MI and has over 42 years of experience in the finance industry. Kevin Kelly 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.
Steven Kelty (CRD# 2446965) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 30 years of experience in the finance industry. Steven Kelty 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.
Heather Kilbourne (CRD# 2732872) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Traverse City, MI and has over 27 years of experience in the finance industry.