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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
Sergio Rojas (CRD# 5521486) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mcallen, TX and has over 15 years of experience in the finance industry.
Roberto Ruiz (CRD# 4502854) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 22 years of experience in the finance industry.
Pablo Sada (CRD# 4894945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 19 years of experience in the finance industry.
David Salinas (CRD# 7063697) is an Investment Advisor Representative working at Edward Jones in Mcallen, TX and has over 5 years of experience in the finance industry.
Erasmo Salinas (CRD# 4514162) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Mcallen, TX and has over 21 years of experience in the finance industry.
Olimpo Salinas (CRD# 4722534) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 20 years of experience in the finance industry.
Yvonne Silguero (CRD# 3211495) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 23 years of experience in the finance industry.
Oscar Silva (CRD# 6083959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mission, TX and has over 11 years of experience in the finance industry.
James Simmons (CRD# 2526240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Weslaco, TX and has over 29 years of experience in the finance industry.
Mark Southwell (CRD# 2768168) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mcallen, TX and has over 26 years of experience in the finance industry. Mark Southwell 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.