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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
W Adams Rodgers (CRD# 4431985) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 22 years of experience in the finance industry.
Robin Saterfiel (CRD# 5327200) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in West Monroe, LA and has over 15 years of experience in the finance industry.
Teasha Soileau (CRD# 4076294) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Monroe, LA and has over 16 years of experience in the finance industry.
Alan Stephenson (CRD# 3097099) is an Investment Advisor Representative working at Benedict Financial Planning in West Monroe, LA and has over 24 years of experience in the finance industry.
Jeffrey Sunsin (CRD# 2771342) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 27 years of experience in the finance industry.
William Swander (CRD# 4691152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 20 years of experience in the finance industry.
Jason Tiser (CRD# 4749618) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Monroe, LA and has over 14 years of experience in the finance industry.
Ashley Tonore (CRD# 6771176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 6 years of experience in the finance industry.
Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 15 years of experience in the finance industry. Nicholas Trappey 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.
Lorenzo Treadway (CRD# 6078291) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 10 years of experience in the finance industry.