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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
Benjamin Barnhart (CRD# 6318704) is an Investment Advisor Representative working at Barnhart Wealth Management in Washington, MI and has over 9 years of experience in the finance industry. Benjamin Barnhart 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 Barone (CRD# 1836792) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Clinton Township, MI and has over 35 years of experience in the finance industry.
Bradley Bastion (CRD# 6330311) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grosse Pointe, MI and has over 9 years of experience in the finance industry. Bradley Bastion 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.
Victor Battani (CRD# 14770) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Macomb, MI and has over 24 years of experience in the finance industry.
Daniel Battjes (CRD# 4696789) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 20 years of experience in the finance industry. Daniel Battjes 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.
Michael Bauer (CRD# 4451149) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Grosse Pointe, MI and has over 21 years of experience in the finance industry.
Steven Beatty (CRD# 3122420) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Port Huron, MI and has over 25 years of experience in the finance industry.
Steven Beller (CRD# 2361718) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Macomb, MI and has over 30 years of experience in the finance industry. Steven Beller 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.
Bridget Bergeron (CRD# 1857654) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grosse Pointe, MI and has over 35 years of experience in the finance industry.
David Berry (CRD# 2419241) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Saint Clair Shores, MI and has over 14 years of experience in the finance industry.