-
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
Laura Sydenstricker (CRD# 6898926) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Mount Juliet, TN and has over 5 years of experience in the finance industry.
Marilee Thomson (CRD# 5361146) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gallatin, TN and has over 12 years of experience in the finance industry.
Ann Wajler (CRD# 2360865) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Juliet, TN and has over 10 years of experience in the finance industry.
Terry Wheeler (CRD# 7261485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gallatin, TN and has over 2 years of experience in the finance industry.
Sharolyn Williams (CRD# 7158119) is an Investment Advisor Representative working at Edward Jones in Lebanon, TN and has over 4 years of experience in the finance industry.
Jason Zigmont (CRD# 7430594) is an Investment Advisor Representative working at Childfree Wealth in Mount Juliet, TN and has 1 year of experience in the finance industry. Jason Zigmont 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.