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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
Jonathan Balsavich (CRD# 6898882) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Troy, MI and has over 6 years of experience in the finance industry. Jonathan Balsavich 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.
Kurt Bard (CRD# 2901793) is an Investment Advisor Representative working at Prudential Financial Planning Services in Troy, MI and has over 26 years of experience in the finance industry.
Michael Barnd (CRD# 860904) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 41 years of experience in the finance industry.
Joy Barthlow (CRD# 3069269) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 21 years of experience in the finance industry.
Roman Batschynsky (CRD# 1828952) is an Investment Advisor Representative working at Commonwealth Financial Network in Troy, MI and has over 36 years of experience in the finance industry. Roman Batschynsky 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.
Cassandra Beardslee (CRD# 6219663) is an Investment Advisor Representative working at Mkd Wealth Coaches, LLC in Troy, MI and has over 10 years of experience in the finance industry. Cassandra Beardslee 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.
Sean Beckerman (CRD# 6680163) is an Investment Advisor Representative working at Financial Services Of America Advisors in Troy, MI and has over 5 years of experience in the finance industry.
Charles Belfiori (CRD# 2167589) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, MI and has over 31 years of experience in the finance industry.
Thomas Bellos (CRD# 2333813) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Troy, MI and has over 12 years of experience in the finance industry.
Chad Bellows (CRD# 5231992) is an Investment Advisor Representative working at The Ayco Company, LP in Troy, MI and has over 13 years of experience in the finance industry.