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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
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.
Shawn Nicol (CRD# 4793820) is an Investment Advisor Representative working at Edward Jones in Bellaire, TX and has over 19 years of experience in the finance industry.
William Poindexter (CRD# 2203266) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Bellaire, TX and has over 32 years of experience in the finance industry.
Robert Rexford (CRD# 1863055) is an Investment Advisor Representative working at Rexford Capital in Bellaire, TX and has over 35 years of experience in the finance industry. Robert Rexford 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.
Gary Sagarnaga (CRD# 1405414) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bellaire, TX and has over 38 years of experience in the finance industry.
Marc Schindler (CRD# 1830780) is an Investment Advisor Representative working at Pivot Point Advisors, LLC in Bellaire, TX and has over 35 years of experience in the finance industry. Marc Schindler 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.
Jose Solis Vega (CRD# 6760073) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellaire, TX and has over 6 years of experience in the finance industry.
Deborah Sopher (CRD# 2736608) is an Investment Advisor Representative working at Trek Financial in Bellaire, TX and has over 27 years of experience in the finance industry.
Kevin Spires (CRD# 2343613) is an Investment Advisor Representative working at Bellaire Capital Management, LLC in Bellaire, TX and has over 29 years of experience in the finance industry.
Mary Stone (CRD# 1036582) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bellaire, TX and has over 42 years of experience in the finance industry.