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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
Steven Berner (CRD# 2400702) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 30 years of experience in the finance industry. Steven Berner 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.
Robert Bernhardt (CRD# 5060481) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 18 years of experience in the finance industry.
David Berry (CRD# 2419241) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Saint Clair Shores, MI and has over 14 years of experience in the finance industry.
Todd Bertsch (CRD# 4277562) is an Investment Advisor Representative working at Lpl Financial LLC in New Baltimore, MI and has over 23 years of experience in the finance industry.
Peter Beswerchij (CRD# 2033407) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 33 years of experience in the finance industry.
Roger Betcher (CRD# 2940742) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sterling Heights, MI and has over 26 years of experience in the finance industry.
David Betts (CRD# 2596720) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Port Huron, MI and has over 27 years of experience in the finance industry. David Betts 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.
Judy Betts (CRD# 702677) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton Township, MI and has over 44 years of experience in the finance industry. Judy Betts 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.
Reid Beyerlein (CRD# 4752098) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Berkley, MI and has over 20 years of experience in the finance industry.
Michael Bisaro (CRD# 4503168) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 22 years of experience in the finance industry.