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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
Daniel Fitzsimmons (CRD# 1813989) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reno, NV and has over 36 years of experience in the finance industry. Daniel Fitzsimmons 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.
Matthew Foertsch (CRD# 5367216) is an Investment Advisor Representative working at Athena Wealth Management, LLC in Incline Village, NV and has over 10 years of experience in the finance industry.
Roberto Fontani (CRD# 4099308) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reno, NV and has over 24 years of experience in the finance industry.
Heidi Foster (CRD# 4739930) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 20 years of experience in the finance industry. Heidi Foster 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Michael Frauenknecht (CRD# 5983197) is an Investment Advisor Representative working at Edward Jones in Reno, NV and has over 12 years of experience in the finance industry.
Breanne Funk (CRD# 4434487) is an Investment Advisor Representative working at Epiq Capital Group, LLC in Reno, NV and has over 21 years of experience in the finance industry. Breanne Funk 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.
Carisse Gafni (CRD# 3111577) is an Investment Advisor Representative working at Eagle Strategies LLC in Reno, NV and has over 25 years of experience in the finance industry.
Blayne Gale (CRD# 3128453) is an Investment Advisor Representative working at Eagle Strategies LLC in Reno, NV and has over 25 years of experience in the finance industry.
Patrick Gaskill (CRD# 4271706) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 23 years of experience in the finance industry. Patrick Gaskill 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.
Gregory Gauthier (CRD# 1221328) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 9 years of experience in the finance industry.