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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
Elizabeth Ramirez (CRD# 6689506) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in College Station, TX and has over 6 years of experience in the finance industry.
David Rhodes (CRD# 2835961) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in College Station, TX and has over 27 years of experience in the finance industry.
Sabrina Rhodes (CRD# 2191325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in College Station, TX and has over 32 years of experience in the finance industry.
Samuel Rizzo (CRD# 5045776) is an Investment Advisor Representative working at Valori Solutions LLC in College Station, TX and has over 18 years of experience in the finance industry.
Amy Schielack (CRD# 4313812) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in College Station, TX and has over 16 years of experience in the finance industry.
Benjamin Schroeder (CRD# 6542581) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in College Station, TX and has over 8 years of experience in the finance industry.
Belinda Sherman (CRD# 4447847) is an Investment Advisor Representative working at Huntington Financial Advisors in College Station, TX and has over 22 years of experience in the finance industry. Belinda Sherman 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.
Peggy Sherman (CRD# 5217106) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Peggy Sherman 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.
Brien Smith (CRD# 1906664) is an Investment Advisor Representative working at Traditions Wealth Advisors, LLC in College Station, TX and has over 35 years of experience in the finance industry. Brien Smith 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.
David Smith (CRD# 4364652) is an Investment Advisor Representative working at Edward Jones in College Station, TX and has over 7 years of experience in the finance industry.