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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
Shereen Boyer (CRD# 2277394) is an Investment Advisor Representative working at Morgan Stanley in Leland, MI and has over 31 years of experience in the finance industry. Shereen Boyer 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.
Ernest Cory (CRD# 874270) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Leland, MI and has over 44 years of experience in the finance industry.
Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 12 years of experience in the finance industry.
Mark Aigner (CRD# 2645924) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Suttons Bay, MI and has over 28 years of experience in the finance industry.
Michael Albrecht (CRD# 6276104) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 7 years of experience in the finance industry.
Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 6 years of experience in the finance industry.
Deborah Alice (CRD# 3113718) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Traverse City, MI and has over 24 years of experience in the finance industry.
Blair Anderson (CRD# 2160566) is an Investment Advisor Representative working at Hightower Advisors, LLC in Traverse City, MI and has over 31 years of experience in the finance industry.
David Appleford (CRD# 5135698) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 17 years of experience in the finance industry.
David Arnold (CRD# 6738208) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Traverse City, MI and has over 7 years of experience in the finance industry.