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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
Stephen Hozie (CRD# 6880294) is an Investment Advisor Representative working at Hozie Consulting in Coppell, TX and has over 6 years of experience in the finance industry. Stephen Hozie 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.
Joanna Knieberg (CRD# 4761941) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coppell, TX and has over 19 years of experience in the finance industry.
Ahmed Lakhani (CRD# 6652317) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 7 years of experience in the finance industry.
Jack Luna (CRD# 4614490) is an Investment Advisor Representative working at Optimus Capital Advisors, LLC in Coppell, TX and has over 20 years of experience in the finance industry.
Justin Mandly (CRD# 5293625) is an Investment Advisor Representative working at Corient in Coppell, TX and has over 16 years of experience in the finance industry.
Robert Maxwell (CRD# 5184829) is an Investment Advisor Representative working at Collective Wealth Advisors LLC in Coppell, TX and has over 17 years of experience in the finance industry. Robert Maxwell 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.
Levi McMellian (CRD# 4516443) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 20 years of experience in the finance industry.
Dewayne Nelson (CRD# 2360518) is an Investment Advisor Representative working at Collective Wealth Advisors LLC in Coppell, TX and has over 30 years of experience in the finance industry.
Michael Noel (CRD# 2082516) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Coppell, TX and has over 33 years of experience in the finance industry.
Dex Norman (CRD# 6627859) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coppell, TX and has over 7 years of experience in the finance industry. Dex Norman 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.