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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
Peter Holland (CRD# 6397261) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 9 years of experience in the finance industry.
Melissa Hoyer (CRD# 5736614) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has 1 year of experience in the finance industry. Melissa Hoyer 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.
Debra Huttner (CRD# 6244041) is an Investment Advisor Representative working at Pearl Wealth LLC in Boulder, CO and has over 10 years of experience in the finance industry.
Jason Jachimowicz (CRD# 2419766) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boulder, CO and has over 26 years of experience in the finance industry.
Mallory Jacob (CRD# 6445157) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 8 years of experience in the finance industry.
Mary Jacobus (CRD# 3250962) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Boulder, CO and has over 24 years of experience in the finance industry.
Margaret Jacques (CRD# 2548651) is an Investment Advisor Representative working at Silverpeak Wealth Advisors in Boulder, CO and has over 29 years of experience in the finance industry. Margaret Jacques 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.
Dawn Jones (CRD# 4537652) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boulder, CO and has over 18 years of experience in the finance industry.
Eliot Kairys (CRD# 5508736) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boulder, CO and has over 14 years of experience in the finance industry.
Steve Kehoe (CRD# 2659040) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 28 years of experience in the finance industry.