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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
Kelly Fritz (CRD# 5755712) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Clayton, MO and has over 8 years of experience in the finance industry.
Leigh Funke (CRD# 6196949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 10 years of experience in the finance industry.
Robert Gast (CRD# 4593012) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Clayton, MO and has over 21 years of experience in the finance industry.
Carrie Genovese (CRD# 2756421) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 27 years of experience in the finance industry.
Emily George Hubb (CRD# 5917521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Clayton, MO and has over 9 years of experience in the finance industry.
Karen Gloriod (CRD# 3074329) is an Investment Advisor Representative working at Onedigital Investment Advisors in Clayton, MO and has over 23 years of experience in the finance industry.
Mark Goddard (CRD# 1635085) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Clayton, MO and has over 37 years of experience in the finance industry.
Steven Goldberg (CRD# 2443858) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Clayton, MO and has over 30 years of experience in the finance industry.
Thomas Gonsalves (CRD# 1012449) is an Investment Advisor Representative working at Smith Moore & Company in Clayton, MO and has over 42 years of experience in the finance industry.
David Grand (CRD# 2054995) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clayton, MO and has over 30 years of experience in the finance industry. David Grand 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.