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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
Rebecca Glover (CRD# 5974061) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 12 years of experience in the finance industry.
Jan Knisley (CRD# 4848626) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 19 years of experience in the finance industry.
Ea Moulton (CRD# 6373628) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 9 years of experience in the finance industry.
Meaghan Brugge (CRD# 7866074) is an Investment Advisor Representative working at Headwaters Financial Planning, LLC in Granby, CO and has 1 year of experience in the finance industry.
Emily Trainor (CRD# 7735858) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has 1 year of experience in the finance industry.
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 Gaffney (CRD# 1049040) is an Investment Advisor Representative working at Gulfstream Capital in Nederland, CO and has over 40 years of experience in the finance industry.
Amy Hamasaki (CRD# 3134169) is an Investment Advisor Representative working at Mountain Wealth Planning in Winter Park, CO and has over 25 years of experience in the finance industry. Amy Hamasaki 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.