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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
James Baird (CRD# 5041143) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has 1 year of experience in the finance industry. James Baird 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.
Christopher Barton (CRD# 6419482) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Portage, MI and has over 9 years of experience in the finance industry.
Robert Benjamin (CRD# 2670326) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 28 years of experience in the finance industry.
Leon Bennett (CRD# 6376334) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainwell, MI and has over 9 years of experience in the finance industry.
Carole Bestervelt (CRD# 5437687) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Elizabeth Bingham (CRD# 6758836) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 6 years of experience in the finance industry.
Matthew Bolton (CRD# 5688695) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vicksburg, MI and has over 14 years of experience in the finance industry. Matthew Bolton 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.
David Booko (CRD# 1895191) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Three Rivers, MI and has over 35 years of experience in the finance industry.
Jordan Booko (CRD# 4746645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Three Rivers, MI and has over 7 years of experience in the finance industry.