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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
Robert Bluestein (CRD# 24096) is an Investment Advisor Representative working at Corient in Birmingham, MI and has over 39 years of experience in the finance industry.
Joan Boncher (CRD# 4404837) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 22 years of experience in the finance industry.
William Bottrell (CRD# 2173687) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 32 years of experience in the finance industry.
Craig Brass (CRD# 1874918) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 35 years of experience in the finance industry.
Jason Braun (CRD# 5054722) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 18 years of experience in the finance industry.
Sara Bresnahan (CRD# 5794095) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 9 years of experience in the finance industry.
Paul Buckles (CRD# 5420039) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Birmingham, MI and has over 16 years of experience in the finance industry.
Kenneth Carbaugh (CRD# 6605053) is an Investment Advisor Representative working at Liberty Capital Management Inc. in Birmingham, MI and has over 8 years of experience in the finance industry.
Bryan Carroll (CRD# 2920858) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Birmingham, MI and has over 26 years of experience in the finance industry. Bryan Carroll 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.
Yvonne Carver (CRD# 2470956) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Birmingham, MI and has over 29 years of experience in the finance industry.