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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
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.
Heather Boivin (CRD# 3199362) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 24 years of experience in the finance industry.
Joseph Yancy Boivin (CRD# 3221000) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 24 years of experience in the finance industry.
Paul Bonaccini (CRD# 2071614) is an Investment Advisor Representative working at Wedbush Securities Inc. in Traverse City, MI and has over 33 years of experience in the finance industry.
James Bowser (CRD# 4875684) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Traverse City, MI and has over 19 years of experience in the finance industry.
Peter Braden (CRD# 5143948) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Traverse City, MI and has over 15 years of experience in the finance industry.
Erickson Braund (CRD# 2544396) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has over 29 years of experience in the finance industry. Erickson Braund 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.