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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
Jorge Serrano (CRD# 4951032) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harvey, LA and has over 18 years of experience in the finance industry.
John Sirois (CRD# 2847219) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Houma, LA and has over 27 years of experience in the finance industry.
Eugene Songy (CRD# 5772801) is an Investment Advisor Representative working at Newedge Advisors in Houma, LA and has over 10 years of experience in the finance industry.
William St Paul (CRD# 2912138) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Harvey, LA and has over 22 years of experience in the finance industry.
Andrew Stall (CRD# 1571352) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Harvey, LA and has over 37 years of experience in the finance industry.
Leon Stiel (CRD# 2433471) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 30 years of experience in the finance industry. Leon Stiel 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.
Leon Stiel (CRD# 6253019) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 10 years of experience in the finance industry.
Ann Summers (CRD# 4047179) is an Investment Advisor Representative working at Lpl Financial LLC in Houma, LA and has over 21 years of experience in the finance industry. Ann Summers 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.
William Teague (CRD# 5453929) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harvey, LA and has over 12 years of experience in the finance industry.
Thomas Trussell (CRD# 2493634) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houma, LA and has over 29 years of experience in the finance industry. Thomas Trussell 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.