-
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
Donita Baze (CRD# 5374365) is an Investment Advisor Representative working at Alphemita Financial Services in Estes Park, CO and has over 10 years of experience in the finance industry. Donita Baze 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.
Susan Fereday (CRD# 3042466) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Estes Park, CO and has over 25 years of experience in the finance industry.
Richard Flanery (CRD# 6050946) is an Investment Advisor Representative working at Kaecon Financial, Inc. in Estes Park, CO and has over 12 years of experience in the finance industry.
Mark Purdy (CRD# 6838319) is an Investment Advisor Representative working at Edward Jones in Estes Park, CO and has over 6 years of experience in the finance industry.
Derek Vinge (CRD# 5731157) is an Investment Advisor Representative working at Edward Jones in Estes Park, CO and has over 14 years of experience in the finance industry.
Maryann Martin (CRD# 5119077) is an Investment Advisor Representative working at Primerica Advisors in Estes Park, CO and has over 17 years of experience in the finance industry.
Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 25 years of experience in the finance industry. Richard Weintraub 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.
Kurt Anders (CRD# 2070613) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Collins, CO and has over 33 years of experience in the finance industry.
Richard Anderson (CRD# 6968483) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has over 5 years of experience in the finance industry.
Neha Anjaria (CRD# 6009438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boulder, CO and has over 10 years of experience in the finance industry.