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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
Cassandra Beardslee (CRD# 6219663) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Troy, MI and has over 10 years of experience in the finance industry. Cassandra Beardslee 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.
Steven Beatty (CRD# 3122420) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Port Huron, MI and has over 25 years of experience in the finance industry.
Kevin Beauchamp (CRD# 4509978) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 22 years of experience in the finance industry.
Colleen Beaumont (CRD# 4941600) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Ferndale, MI and has over 16 years of experience in the finance industry.
Brock Becker (CRD# 4585372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dearborn, MI and has over 21 years of experience in the finance industry.
Sean Beckerman (CRD# 6680163) is an Investment Advisor Representative working at Financial Services Of America Advisors in Troy, MI and has over 5 years of experience in the finance industry.
Charles Belfiori (CRD# 2167589) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, MI and has over 31 years of experience in the finance industry.
James Belknap (CRD# 1273407) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 39 years of experience in the finance industry.
Dean Bell (CRD# 1213422) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, MI and has over 39 years of experience in the finance industry.
Nicole Bell (CRD# 6198004) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rochester, MI and has over 8 years of experience in the finance industry.