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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
Rick Morrison (CRD# 6436351) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 8 years of experience in the finance industry.
Eric Moyer (CRD# 5680037) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Clayton, MO and has over 7 years of experience in the finance industry.
Joseph Mufson (CRD# 6334509) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 8 years of experience in the finance industry.
Michelle Mufson (CRD# 5211918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 17 years of experience in the finance industry.
Sean Muncy (CRD# 6402160) 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.
William Newbold (CRD# 1969058) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clayton, MO and has over 34 years of experience in the finance industry.
Monica Nguyen-Miller (CRD# 6879746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 6 years of experience in the finance industry.
Harvey Novack (CRD# 349589) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Clayton, MO and has over 39 years of experience in the finance industry.
Karen Numi (CRD# 4154455) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 22 years of experience in the finance industry. Karen Numi 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.
James O'connor (CRD# 2070483) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 30 years of experience in the finance industry.