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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
Roseanna Loera (CRD# 6054573) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mcallen, TX and has over 11 years of experience in the finance industry.
Jesus Longoria (CRD# 4406531) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Mcallen, TX and has over 22 years of experience in the finance industry. Jesus Longoria 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.
Jose Longoria (CRD# 2624333) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Mcallen, TX and has over 28 years of experience in the finance industry.
Albert Lopez (CRD# 3047497) is an Investment Advisor Representative working at Lpl Financial LLC in Edinburg, TX and has over 25 years of experience in the finance industry. Albert Lopez 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.
Enrique Lopez (CRD# 2209385) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Mcallen, TX and has over 29 years of experience in the finance industry.
Harvey Lopez (CRD# 2720593) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Edinburg, TX and has over 27 years of experience in the finance industry.
Marlen Lopez (CRD# 4513127) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Mcallen, TX and has over 22 years of experience in the finance industry.
Carlos Lozano (CRD# 2131421) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 33 years of experience in the finance industry.
Abraham Marquez (CRD# 5716997) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mcallen, TX and has over 12 years of experience in the finance industry.
Monte Martin (CRD# 2585401) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harlingen, TX and has over 29 years of experience in the finance industry.