-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Aukerman (CRD# 5408091) is an Investment Advisor Representative working at Avantax Advisory Services in Traverse City, MI and has over 16 years of experience in the finance industry.
Kristi Avery (CRD# 5030332) is an Investment Advisor Representative working at Western International Securities in Traverse City, MI and has over 8 years of experience in the finance industry.
Lawrence Avery (CRD# 4388940) is an Investment Advisor Representative working at Lpl Financial LLC in Traverse City, MI and has over 22 years of experience in the finance industry.
Nicholes Baldwin (CRD# 6883237) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 5 years of experience in the finance industry.
Joseph Batcha Iii (CRD# 1286067) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 39 years of experience in the finance industry.
Jeffrey Beebe (CRD# 4648004) is an Investment Advisor Representative working at G. A. Repple & Company in Traverse City, MI and has over 8 years of experience in the finance industry. Jeffrey 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.
Margaret Beeler (CRD# 4023578) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 24 years of experience in the finance industry.
Joshua Beitel (CRD# 5911459) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Traverse City, MI and has over 10 years of experience in the finance industry.
Jay Berger (CRD# 2433529) is an Investment Advisor Representative working at Rehmann Wealth in Traverse City, MI and has over 30 years of experience in the finance industry. Jay Berger 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.
Patrick Blume (CRD# 2397935) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Traverse City, MI and has over 30 years of experience in the finance industry.