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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
William Bates (CRD# 1059458) is an Investment Advisor Representative working at Lpl Financial LLC in Saginaw, MI and has over 40 years of experience in the finance industry.
Zachary Bauer (CRD# 5755785) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Flint, MI and has over 14 years of experience in the finance industry.
Clint Bauschatz (CRD# 4935018) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saginaw, MI and has over 18 years of experience in the finance industry.
Lori Bebee (CRD# 2231647) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bay City, MI and has over 30 years of experience in the finance industry.
John Beebe (CRD# 4151293) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Davison, MI and has over 23 years of experience in the finance industry. John Beebe 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.
Peter Bender (CRD# 2892986) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saginaw, MI and has over 4 years of experience in the finance industry. Peter Bender 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.
James Bentley (CRD# 3177576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Flint, MI and has over 25 years of experience in the finance industry.
Nicholas Bliss (CRD# 6037034) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Caro, MI and has over 11 years of experience in the finance industry.
Daniel Boehler (CRD# 3173656) is an Investment Advisor Representative working at Lpl Financial LLC in Saginaw, MI and has over 25 years of experience in the finance industry.
Craig Braun (CRD# 2206780) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Flint, MI and has over 31 years of experience in the finance industry.