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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
Andrew Boyd (CRD# 1010936) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 42 years of experience in the finance industry.
Tyler Briggs (CRD# 5273408) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 15 years of experience in the finance industry. Tyler Briggs 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.
Michelle Buestrin (CRD# 5339755) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 12 years of experience in the finance industry.
Paula Burns (CRD# 2682648) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 13 years of experience in the finance industry.
Gilbert Cervelli (CRD# 5278793) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 17 years of experience in the finance industry.
Jody Chalhoub (CRD# 4071256) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 22 years of experience in the finance industry.
Jason Cherny (CRD# 1769982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 36 years of experience in the finance industry.
Matthew Clinton (CRD# 5493796) is an Investment Advisor Representative working at Edward Jones in Mequon, WI and has over 16 years of experience in the finance industry.
Matthew D'attilio (CRD# 2414950) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 30 years of experience in the finance industry.