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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
Sandra Bantien (CRD# 4397573) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Muskegon, MI and has over 22 years of experience in the finance industry.
William Bassow (CRD# 1293561) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grand Haven, MI and has over 39 years of experience in the finance industry. William Bassow 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.
Ryan Beishuizen (CRD# 4884554) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Muskegon, MI and has over 19 years of experience in the finance industry.
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.
Matthew Boersen (CRD# 5700339) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 14 years of experience in the finance industry. Matthew Boersen 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.
Jessica Bosma (CRD# 6526038) is an Investment Advisor Representative working at Huntington Financial Advisors in Grand Haven, MI and has over 8 years of experience in the finance industry.
Bernard Bowhuis (CRD# 1232841) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Jenison, MI and has over 40 years of experience in the finance industry. Bernard Bowhuis 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.
Chad Bowhuis (CRD# 6068731) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Jenison, MI and has over 10 years of experience in the finance industry. Chad Bowhuis 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.