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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
Coleman Schindler (CRD# 6990266) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 2 years of experience in the finance industry.
Neil Seabase (CRD# 5778811) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Traverse City, MI and has over 14 years of experience in the finance industry.
Paul Smallwood (CRD# 7047845) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Traverse City, MI and has over 5 years of experience in the finance industry. Paul Smallwood 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 Socolovitch (CRD# 6717705) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 7 years of experience in the finance industry.
Susan Stepka (CRD# 7697953) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has 1 year of experience in the finance industry.
Richard Suarez (CRD# 5674973) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Traverse City, MI and has over 15 years of experience in the finance industry.
Karla Taylor (CRD# 7201879) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 2 years of experience in the finance industry.
Rebecca Teahen (CRD# 7605406) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has 1 year of experience in the finance industry.
Carrie Titus (CRD# 6908726) is an Investment Advisor Representative working at Edward Jones in Charlevoix, MI and has over 4 years of experience in the finance industry.
Deane Western (CRD# 4661903) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Traverse City, MI and has over 17 years of experience in the finance industry.