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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
Bendigo Agnew (CRD# 5507727) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.
Mark Agnew (CRD# 5897908) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 9 years of experience in the finance industry. Mark Agnew 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.
Dario Aguilar (CRD# 4745374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 18 years of experience in the finance industry. Dario Aguilar 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.
Samantha Aguilar (CRD# 6874783) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.
Victor Aguirre (CRD# 6310937) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 10 years of experience in the finance industry.
Robert Ahearn (CRD# 4505056) is an Investment Advisor Representative working at Eagle Strategies LLC in Addison, TX and has over 22 years of experience in the finance industry. Robert Ahearn 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.
Mathew Ahmad (CRD# 5684717) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.
Mark Ahmadi (CRD# 4575419) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 21 years of experience in the finance industry. Mark Ahmadi 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.
Mehdi Ahmadi (CRD# 6798426) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 6 years of experience in the finance industry.
Arash Ahmadi-Tehrani (CRD# 5046182) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.