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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
Suzanne Antonelli (CRD# 1635340) is an Investment Advisor Representative working at Antonelli Financial Advisors, LLC in Grosse Pointe, MI and has 1 year of experience in the finance industry. Suzanne Antonelli 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.
Joseph Banish (CRD# 5333951) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grosse Pointe, MI and has over 16 years of experience in the finance industry. Joseph Banish 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.
Bradley Bastion (CRD# 6330311) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grosse Pointe, MI and has over 9 years of experience in the finance industry. Bradley Bastion 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.
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.
Laurie Bournias (CRD# 2502703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 29 years of experience in the finance industry. Laurie Bournias 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.
Phillip Brancato (CRD# 2808432) is an Investment Advisor Representative working at Wells Fargo Advisors in Scottsdale, AZ and has over 27 years of experience in the finance industry. Phillip Brancato 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.
Thomas Buhl (CRD# 3185313) is an Investment Advisor Representative working at Wells Fargo Advisors in Grosse Pointe, MI and has over 24 years of experience in the finance industry.
Mark Carrabbio (CRD# 5985264) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 12 years of experience in the finance industry.
Kerri Chase (CRD# 5976201) is an Investment Advisor Representative working at Wells Fargo Advisors in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Joseph Dimauro (CRD# 3161949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 24 years of experience in the finance industry.