-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jeffrey Sgroi (CRD# 3190610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 24 years of experience in the finance industry. Jeffrey Sgroi 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.
Gary Shondeck (CRD# 2087907) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gunnison, CO and has over 26 years of experience in the finance industry.
Jeffrey Siegel (CRD# 1866137) is an Investment Advisor Representative working at Pyramid Peak Capital, LLC in Snowmass Village, CO and has over 11 years of experience in the finance industry.
Adam Stevenson (CRD# 5560128) is an Investment Advisor Representative working at Stevenson Advisors, LLC in Aspen, CO and has over 15 years of experience in the finance industry.
William Swanson (CRD# 870561) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 43 years of experience in the finance industry.
James Tan (CRD# 4136332) is an Investment Advisor Representative working at First Look Capital Management, LLC in Gunnison, CO and has over 23 years of experience in the finance industry.
Colleen Walsh (CRD# 5400613) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 16 years of experience in the finance industry.
Lincoln Anderson (CRD# 7296943) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 3 years of experience in the finance industry.
Brian Brady (CRD# 7400479) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.
Kim Brown (CRD# 7458614) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.