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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
Patrick Rudy (CRD# 5547396) is an Investment Advisor Representative working at Jpl Wealth Management, LLC in Highlands Ranch, CO and has over 13 years of experience in the finance industry. Patrick Rudy 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.
Teresa Sanders (CRD# 5226819) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry. Teresa Sanders 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.
Stephen Searle (CRD# 728122) is an Investment Advisor Representative working at Evergreen Investment Management, LLC in Highlands Ranch, CO and has over 43 years of experience in the finance industry.
David Seems (CRD# 1076499) is an Investment Advisor Representative working at Principal Securities, Inc. in Highlands Ranch, CO and has over 30 years of experience in the finance industry.
Jeffrey Severe (CRD# 2459908) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Highlands Ranch, CO and has over 29 years of experience in the finance industry.
Jeff Shafer (CRD# 6198517) is an Investment Advisor Representative working at Mariner Independent in Highlands Ranch, CO and has over 10 years of experience in the finance industry.
Mingmar Sherpa (CRD# 5768379) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Highlands Ranch, CO and has over 14 years of experience in the finance industry.
Paul Staib (CRD# 4524109) is an Investment Advisor Representative working at Staib Financial Planning, LLC in Highlands Ranch, CO and has over 20 years of experience in the finance industry. Paul Staib 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.
Burton Stokely (CRD# 4993139) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Highlands Ranch, CO and has over 16 years of experience in the finance industry.
Timothy Tereick (CRD# 3249814) is an Investment Advisor Representative working at Pnc Investments in Highlands Ranch, CO and has over 24 years of experience in the finance industry.