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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
Joy Barthlow (CRD# 3069269) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 21 years of experience in the finance industry.
Bradley Bastion (CRD# 6330311) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grosse Pointe, MI and has over 9 years of experience in the finance industry. Bradley Bastion 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.
Craig Bastuba (CRD# 4616071) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, MI and has over 21 years of experience in the finance industry.
Kevin Bates (CRD# 1041009) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Royal Oak, MI and has over 40 years of experience in the finance industry.
Roman Batschynsky (CRD# 1828952) is an Investment Advisor Representative working at Commonwealth Financial Network in Troy, MI and has over 36 years of experience in the finance industry. Roman Batschynsky 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.
Victor Battani (CRD# 14770) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Macomb, MI and has over 24 years of experience in the finance industry.
Daniel Battjes (CRD# 4696789) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 20 years of experience in the finance industry. Daniel Battjes 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.
Diane Bauer (CRD# 3175658) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Shelby Township, MI and has over 24 years of experience in the finance industry.
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.