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Distance Only Elizabeth, CO
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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 Cannella (CRD# 2236889) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Elizabeth, CO and has over 24 years of experience in the finance industry.
John Cavaliere (CRD# 2377174) is an Investment Advisor Representative working at Lpl Financial LLC in Elizabeth, CO and has over 30 years of experience in the finance industry.
John Hamel (CRD# 4124627) is an Investment Advisor Representative working at Austec Wealth Management, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry.
Austec Wealth Management is a Registered Investment Adviser that was founded to provide financial planning services and portfolio management to individuals (business owners, retiree’s) and business entities.
We've observed that business owners and retiree’s generally have more income needs during economic recessions and traditional investment strategies tend to not address this issue. This may mean...
Kevin McIntosh (CRD# 4253079) is an Investment Advisor Representative working at City National Rochdale in Elizabeth, CO and has over 23 years of experience in the finance industry.
Robert Reiman (CRD# 5903837) is an Investment Advisor Representative working at Edward Jones in Elizabeth, CO and has over 12 years of experience in the finance industry.
Ronald Vermillion (CRD# 1145373) is an Investment Advisor Representative working at Western Wealth Management LLC in Elizabeth, CO and has over 15 years of experience in the finance industry.
Joel Amador (CRD# 6198772) is an Investment Advisor Representative working at Rockefeller Capital Management in Elizabeth, CO and has over 10 years of experience in the finance industry.