-
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
Gentiana Owen (CRD# 6056956) is an Investment Advisor Representative working at Edward Jones in Ellisville, MO and has over 10 years of experience in the finance industry.
Trevor Reese (CRD# 852550) is an Investment Advisor Representative working at Edward Jones in Ellisville, MO and has over 40 years of experience in the finance industry.
Jeffrey Risley (CRD# 2891511) is an Investment Advisor Representative working at Risley Capital Management LLC in Ellisville, MO and has over 26 years of experience in the finance industry. Jeffrey Risley 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 Slavik (CRD# 2041949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellisville, MO and has over 33 years of experience in the finance industry.
Danielle Vieth (CRD# 4751167) is an Investment Advisor Representative working at Edward Jones in Ellisville, MO and has over 14 years of experience in the finance industry.
David Welland (CRD# 1317611) is an Investment Advisor Representative working at Primerica Advisors in Ellisville, MO and has over 36 years of experience in the finance industry. David Welland 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.
Jeffrey Zufall (CRD# 2569529) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ellisville, MO and has over 29 years of experience in the finance industry.
Edwin Horn (CRD# 4641987) is an Investment Advisor Representative working at Primerica Advisors in Ellisville, MO and has over 3 years of experience in the finance industry.
Alex Pagan (CRD# 7200634) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ellisville, MO and has over 3 years of experience in the finance industry.
Bill Meyer (CRD# 1018380) is President of Cutter Company and specilzes in helping small business owners. Bill works like a financial physician, diagnosing business and family monetary positions, subsequently providing remedies to their problems or ideas to improve their overall financial fitness.
A 1978 graduate from Maryville College, Bill earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983. In January, 2013, Bill obtained the Accredited Investment Fiduciary designation (“AIF®”) authorized by the Center...