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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
Jeffrey Belmonte (CRD# 2022821) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has over 17 years of experience in the finance industry. Jeffrey Belmonte 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.
Roger Bennett (CRD# 1386949) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Ledge, MI and has over 29 years of experience in the finance industry.
Mario Bernardi (CRD# 1542163) is an Investment Advisor Representative working at Centennial Securities Company Inc. in Grand Rapids, MI and has over 37 years of experience in the finance industry.
Michael Bevins (CRD# 5478997) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Rapids, MI and has over 12 years of experience in the finance industry.
Virgil Biggs (CRD# 1755904) is an Investment Advisor Representative working at Avantax Advisory Services in Saranac, MI and has over 36 years of experience in the finance industry.
Tammy Black (CRD# 3066417) is an Investment Advisor Representative working at Huntington Financial Advisors in Lowell, MI and has over 25 years of experience in the finance industry.
Gary Blanchard (CRD# 2035509) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 14 years of experience in the finance industry.
Pauline Blanton (CRD# 1307787) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Grand Rapids, MI and has over 26 years of experience in the finance industry.
Kory Blastic (CRD# 5509634) is an Investment Advisor Representative working at Edward Jones in Portland, MI and has over 15 years of experience in the finance industry.
Lisa Block (CRD# 4580746) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grand Rapids, MI and has over 21 years of experience in the finance industry.