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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
Haydee Miller (CRD# 4849959) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Webster, TX and has over 18 years of experience in the finance industry.
Matthew Miller (CRD# 2706852) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houston, TX and has over 28 years of experience in the finance industry.
Jacob Morgen (CRD# 6894104) is an Investment Advisor Representative working at Edward Jones in Webster, TX and has over 5 years of experience in the finance industry.
Teresa Morris (CRD# 1663547) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Seabrook, TX and has over 37 years of experience in the finance industry.
David Moss (CRD# 2328313) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houston, TX and has over 31 years of experience in the finance industry.
Rodney Nelson (CRD# 4354481) is an Investment Advisor Representative working at Cuso Financial Services in League, TX and has over 21 years of experience in the finance industry.
David Obenberger (CRD# 4834230) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Deer Park, TX and has over 18 years of experience in the finance industry.
Adam Park (CRD# 4864293) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Webster, TX and has over 18 years of experience in the finance industry. Adam Park 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.
Michael Pascarella (CRD# 4919769) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houston, TX and has over 18 years of experience in the finance industry. Michael Pascarella 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.
Todd Patton (CRD# 5914634) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mont Belvieu, TX and has over 11 years of experience in the finance industry.