Joshua BitelCRD Number: 6450227
Current Firm: Center For Financial Planning Inc.
Joshua Bitel (CRD# 6450227) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 3 years of experience in the finance industry. Joshua Bitel 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.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Raymond James Financial Services Inc.||Southfield, MI||Dec 2016 - Current||6|
|Center For Financial Planning, Inc.||Southfield, MI||Dec 2016 - Current||6|
|Cig Capital Advisors||Southfield, MI||Mar 2016 - Dec 2016||< 1|
|Walsh Business College||Troy, MI||Jan 2015 - Mar 2016||1|
|Scottrade||Rochester Hills, MI||May 2014 - Mar 2016||1|
|Macomb Community College||Clinton Twp, MI||May 2011 - Dec 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
Total Assets Under Management1,444MILLIONS
Total Number of Accounts3,414ACCOUNTS
Average Account Value$422,868
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA
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