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Distance Only Bellaire, TX
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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
Adam Heghinian (CRD# 4786716) is an Investment Advisor Representative working at Edward Jones in Bellaire, TX and has over 19 years of experience in the finance industry.
Christopher Hensley (CRD# 4147938) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bellaire, TX and has over 23 years of experience in the finance industry.
Michael Kuznicki (CRD# 2620970) is an Investment Advisor Representative working at Ridgeback Capital Management in Bellaire, TX and has over 28 years of experience in the finance industry.
Jason Leder (CRD# 2384290) is an Investment Advisor Representative working at Leder Fiduciary Capital LLC in Bellaire, TX and has over 29 years of experience in the finance industry.
Jacob Leon (CRD# 3119365) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bellaire, TX and has over 25 years of experience in the finance industry. Jacob Leon 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.
Michael Levy (CRD# 2579556) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bellaire, TX and has over 29 years of experience in the finance industry. Michael Levy 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.
Christopher Maurer (CRD# 1919426) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bellaire, TX and has over 34 years of experience in the finance industry. Christopher Maurer 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.
Quentin Moore (CRD# 1624054) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Bellaire, TX and has over 37 years of experience in the finance industry.
Samuel Nelson-Archer (CRD# 2586538) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Bellaire, TX and has over 29 years of experience in the finance industry.
Robert Nerio (CRD# 7059721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellaire, TX and has over 4 years of experience in the finance industry.