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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
John Rogers (CRD# 3094973) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tyler, TX and has over 25 years of experience in the finance industry.
Richard Rogers (CRD# 5566783) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hideaway, TX and has over 11 years of experience in the finance industry.
Alan Roseman (CRD# 5204821) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 17 years of experience in the finance industry. Alan Roseman 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.
Robert Roseman (CRD# 6124423) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 11 years of experience in the finance industry.
Michael A Sabota (CRD# 823836) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tyler, TX and has over 41 years of experience in the finance industry.
Zachary Sabota (CRD# 4988083) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tyler, TX and has over 18 years of experience in the finance industry.
Mistie Sadler (CRD# 5537427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 15 years of experience in the finance industry.
Jennifer J. Sampson (CRD# 2675742) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tyler, TX and has over 28 years of experience in the finance industry.
Lori Scott (CRD# 5408750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 16 years of experience in the finance industry.
Michael C. Seamands (CRD# 848426) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tyler, TX and has over 42 years of experience in the finance industry.