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Mark S
Series 66
Plainwell, MI
Raymond James Financial
Mark Sansom is a Series 66-licensed advisor with Raymond James Financial, based in Plainwell, MI, and has one year of industry experience. Prior to his advisory role, he spent 17 years with Discount Tire Company. He is also involved with Majestic Financial, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory approaches and advanced analytical tools.
Sean B
CFP®, Series 66
Plainwell, MI
Raymond James Financial
Sean Budlong is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is CEO of BW Majestic Financial LLC, operating under the Majestic Financial DBA, and is a partner in a real estate investment LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.
Kendra O
Series 65, Series 63
Plainwell, MI
Raymond James Financial
Kendra Omans is a financial advisor with Raymond James Financial in Plainwell, MI, holding Series 65 and Series 63 licenses with two years of industry experience. She has worked at Raymond James Financial Services, Edward Jones, and Chemical Bank and Trust. Outside of advisory work, she is involved with Majestic Financial, a support company, and owns a rental property. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through advisory programs and maintaining specialized municipal and retirement plan consulting services.
Max M
Series 66
Plainwell, MI
Raymond James Financial
Max Mc Guire is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, Mc Guire worked in various roles including positions in education and retail. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support investment decisions.
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