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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
Daniel Battjes (CRD# 4696789) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 20 years of experience in the finance industry. Daniel Battjes 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.
Diane Bauer (CRD# 3175658) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Shelby Township, MI and has over 24 years of experience in the finance industry.
Steven Beatty (CRD# 3122420) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Port Huron, MI and has over 25 years of experience in the finance industry.
Colleen Beaumont (CRD# 4941600) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Ferndale, MI and has over 16 years of experience in the finance industry.
Dean Bell (CRD# 1213422) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, MI and has over 39 years of experience in the finance industry.
Nicole Bell (CRD# 6198004) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rochester, MI and has over 8 years of experience in the finance industry.
Steven Beller (CRD# 2361718) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Macomb, MI and has over 30 years of experience in the finance industry. Steven Beller 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.
Julie Bennett (CRD# 4354626) is an Investment Advisor Representative working at Lpl Financial LLC in Sterling Hts, MI and has over 21 years of experience in the finance industry.
Bridget Bergeron (CRD# 1857654) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 35 years of experience in the finance industry.
Robert Bernhardt (CRD# 5060481) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 18 years of experience in the finance industry.