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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
William Greenwald (CRD# 5655782) is an Investment Advisor Representative working at Edward Jones in Abita Springs, LA and has over 13 years of experience in the finance industry.
Ursula Hand (CRD# 2875852) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Abita Springs, LA and has over 26 years of experience in the finance industry.
Kevin Keleher (CRD# 1339537) is an Investment Advisor Representative working at Klk Capital Wealth Advisors LLC in Abita Springs, LA and has over 28 years of experience in the finance industry.
Rebecca Sequeira (CRD# 2212793) is an Investment Advisor Representative working at LPL Financial LLC in Abita Springs, LA and has over 25 years of experience in the finance industry.
Jeffery Wylie (CRD# 871107) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Abita Springs, LA and has over 29 years of experience in the finance industry.
Andrew Allain (CRD# 6723377) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Slidell, LA and has over 7 years of experience in the finance industry.
Sherri Ammerman (CRD# 6946189) is an Investment Advisor Representative working at Edward Jones in Mandeville, LA and has over 5 years of experience in the finance industry.
William Andrews (CRD# 6220444) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mandeville, LA and has over 8 years of experience in the finance industry.
Michael Andries (CRD# 2956594) is an Investment Advisor Representative working at Creativeone Securities, LLC in Picayune, MS and has over 26 years of experience in the finance industry.
Jason Appe (CRD# 3149319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 25 years of experience in the finance industry. Jason Appe 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.