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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
Stacy Hendrickson (CRD# 5530293) is an Investment Advisor Representative working at Blueprint Partners LLC in Traverse City, MI and has over 10 years of experience in the finance industry.
Samuel Holmes (CRD# 4010531) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 24 years of experience in the finance industry. Samuel Holmes 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.
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.
Robert Joyce (CRD# 5654441) is an Investment Advisor Representative working at Edward Jones in Bellaire, MI and has over 14 years of experience in the finance industry.
Randall Kamps (CRD# 2860655) is an Investment Advisor Representative working at I Am, Inc. in Williamsburg, MI and has over 27 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.