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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
Jason Piedmonte (CRD# 4760480) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Traverse City, MI and has over 20 years of experience in the finance industry.
Bryan Poirier (CRD# 2089966) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Traverse City, MI and has over 32 years of experience in the finance industry. Bryan Poirier 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.
Christine Popp (CRD# 2640501) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 24 years of experience in the finance industry.
Dennis Prout (CRD# 1331443) is an Investment Advisor Representative working at Cg Advisory Services in Traverse City, MI and has over 39 years of experience in the finance industry.
Matthew Quinter (CRD# 5307636) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Traverse City, MI and has over 16 years of experience in the finance industry.
Tracy Raz (CRD# 2855443) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 26 years of experience in the finance industry.
Robert Revett (CRD# 3044397) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Traverse City, MI and has over 25 years of experience in the finance industry.
Jonathan Ricks (CRD# 5247011) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Traverse City, MI and has over 17 years of experience in the finance industry.
Kurt Rivard (CRD# 1133211) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 39 years of experience in the finance industry.
Claudia Rodriguez (CRD# 6662094) is an Investment Advisor Representative working at Commonwealth Financial Network in Traverse City, MI and has over 7 years of experience in the finance industry.