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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
Lorne Levy (CRD# 5581130) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Highlands Ranch, CO and has over 15 years of experience in the finance industry.
Li Liu (CRD# 4661100) is an Investment Advisor Representative working at Highlands Asset Management, Inc. in Highlands Ranch, CO and has 1 year of experience in the finance industry.
Meredith Loyd (CRD# 5776811) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Highlands Ranch, CO and has over 12 years of experience in the finance industry.
Jesse Maggio (CRD# 6017154) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 11 years of experience in the finance industry. Jesse Maggio 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.
Mark Maguire (CRD# 5494280) is an Investment Advisor Representative working at Wealthsource® in Highlands Ranch, CO and has over 15 years of experience in the finance industry.
David Martin (CRD# 4048377) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 24 years of experience in the finance industry. David Martin 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.
Roger Martin (CRD# 4588075) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Highlands Ranch, CO and has over 20 years of experience in the finance industry.
Quinn Martinez (CRD# 4675990) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands Ranch, CO and has over 20 years of experience in the finance industry.
R Mauro (CRD# 6105715) is an Investment Advisor Representative working at Resnn Investments, LLC in Highlands Ranch, CO and has over 11 years of experience in the finance industry.
Patrick Mickelson (CRD# 4022461) is an Investment Advisor Representative working at Dendrite Capital, LLC in Highlands Ranch, CO and has over 19 years of experience in the finance industry.