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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
Mary Anne Redmond (CRD# 2369034) is an Investment Advisor Representative working at Money Concepts Advisory Service in Addison, TX and has over 30 years of experience in the finance industry. Mary Anne Redmond 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.
Joseph Reina (CRD# 6303258) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Addison, TX and has over 10 years of experience in the finance industry. Joseph Reina 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.
Paul Rennie (CRD# 6316839) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 9 years of experience in the finance industry.
Jon Reppert (CRD# 1474315) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 37 years of experience in the finance industry. Jon Reppert 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 Robertson (CRD# 2287416) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Addison, TX and has over 31 years of experience in the finance industry.
Mitchell Robinson (CRD# 2371779) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Addison, TX and has over 30 years of experience in the finance industry.
Michael Rubenstein (CRD# 2112298) is an Investment Advisor Representative working at Focus 401 (k) Group, LLC in Addison, TX and has over 32 years of experience in the finance industry.
Anne Salick (CRD# 5071527) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Addison, TX and has over 18 years of experience in the finance industry.
Jeffrey Sandene (CRD# 2728514) is an Investment Advisor Representative working at Lpl Financial LLC in Addison, TX and has over 28 years of experience in the finance industry. Jeffrey Sandene 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.
Jeffrey Schneider (CRD# 1381214) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Addison, TX and has over 38 years of experience in the finance industry.