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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
Betsy Britton (CRD# 5454842) is an Investment Advisor Representative working at Principal Securities, Inc. in Boyne City, MI and has over 10 years of experience in the finance industry.
Paul Moody (CRD# 1184243) is an Investment Advisor Representative working at Mcdonald Partners LLC in Boyne City, MI and has over 16 years of experience in the finance industry.
Ruth Skop (CRD# 5500723) is an Investment Advisor Representative working at Edward Jones in Boyne City, MI and has over 9 years of experience in the finance industry.
Robert Swartz (CRD# 2776557) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boyne City, MI and has over 21 years of experience in the finance industry.
Daryl Krieger (CRD# 6717852) is an Investment Advisor Representative working at Principal Securities, Inc. in Boyne City, MI and has 1 year of experience in the finance industry.
James Richman (CRD# 6798398) is an Investment Advisor Representative working at Edward Jones in Boyne City, MI and has 1 year of experience in the finance industry.
Judith Petro (CRD# 2963758) is an Investment Advisor Representative working at The Huntington Investment Company in Boyne City, MI and has over 20 years of experience in the finance industry.
Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 13 years of experience in the finance industry. Courtney Font 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.
Stephen Selden (CRD# 1026088) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Petoskey, MI and has over 31 years of experience in the finance industry.
Ted Altenburg (CRD# 821355) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mullett Lake, MI and has over 35 years of experience in the finance industry.