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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
James Spencer (CRD# 1329707) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 39 years of experience in the finance industry.
Jeffrey Spencer (CRD# 5389017) is an Investment Advisor Representative working at Wedbush Securities Inc. in Traverse City, MI and has over 13 years of experience in the finance industry.
Jeffrey Spencer (CRD# 1124264) is an Investment Advisor Representative working at Wedbush Securities Inc. in Traverse City, MI and has over 41 years of experience in the finance industry.
Joshua Sprunger (CRD# 6800827) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Traverse City, MI and has over 6 years of experience in the finance industry.
Donald Stellin (CRD# 4298918) is an Investment Advisor Representative working at Hightower Advisors, LLC in Traverse City, MI and has over 23 years of experience in the finance industry.
William Stone (CRD# 2988659) is an Investment Advisor Representative working at 46 And 2 Investment Advisors, LLC in Traverse City, MI and has over 26 years of experience in the finance industry. William Stone 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.
James Stoops (CRD# 4864335) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 19 years of experience in the finance industry.
Ryan Sullivan (CRD# 4514250) is an Investment Advisor Representative working at Rehmann Wealth in Traverse City, MI and has over 22 years of experience in the finance industry. Ryan Sullivan 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.
Richard Swiat (CRD# 4621374) is an Investment Advisor Representative working at Richard J. Swiat, Ltd. in Northport, MI and has over 14 years of experience in the finance industry.
Carey Tafelsky (CRD# 6456688) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 9 years of experience in the finance industry. Carey Tafelsky 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.