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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
Zaccari Bell (CRD# 6806442) is an Investment Advisor Representative working at Edward Jones in Montague, MI and has over 6 years of experience in the finance industry.
Marci Bentz (CRD# 4398847) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Whitehall, MI and has over 22 years of experience in the finance industry.
James Bird (CRD# 1951997) is an Investment Advisor Representative working at Lpl Financial LLC in Whitehall, MI and has over 34 years of experience in the finance industry.
Christopher Bousson (CRD# 2956596) is an Investment Advisor Representative working at Huntington Financial Advisors in Ludington, MI and has over 25 years of experience in the finance industry.
Jay Buist (CRD# 5437509) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fremont, MI and has over 15 years of experience in the finance industry.
Steven Burt (CRD# 1955116) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fremont, MI and has over 34 years of experience in the finance industry.
Louis Deleguardia (CRD# 2415820) is an Investment Advisor Representative working at Edward Jones in Fremont, MI and has over 30 years of experience in the finance industry.
Casie Eitniear (CRD# 5255914) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fremont, MI and has over 15 years of experience in the finance industry.
Scott Geiger (CRD# 2576216) is an Investment Advisor Representative working at Edward Jones in Whitehall, MI and has over 29 years of experience in the finance industry.
Phillip Harmon (CRD# 2744597) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ludington, MI and has over 27 years of experience in the finance industry. Phillip Harmon 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.