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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
Jarrod Giroue (CRD# 7073351) is an Investment Advisor Representative working at Stephens in Highlands Ranch, CO and has 1 year of experience in the finance industry.
Jonathan Glazier (CRD# 7787873) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.
Luke Gregory (CRD# 7601539) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.
Gilad Halzel (CRD# 7743867) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has 1 year of experience in the finance industry. Gilad Halzel 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.
Daniel Jagd (CRD# 5152633) is an Investment Advisor Representative working at Compound Capital LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry.
Brian Kelleher (CRD# 7329608) is an Investment Advisor Representative working at The Ameriflex Group in Highlands Ranch, CO and has over 3 years of experience in the finance industry.
Rachel Kramarchuk (CRD# 7299337) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.
David Kuzia (CRD# 2389596) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Highlands Ranch, CO and has over 30 years of experience in the finance industry.
Robert Lee (CRD# 1562942) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 28 years of experience in the finance industry. Robert Lee 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.
Laura Leier (CRD# 5889287) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Highlands Ranch, CO and has 1 year of experience in the finance industry.