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Distance Only Hurst, TX
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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
Charla Mc Intyre Fields (CRD# 2792397) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hurst, TX and has over 27 years of experience in the finance industry.
Charles McKenzie (CRD# 6923241) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 6 years of experience in the finance industry. Charles McKenzie 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.
Michael Menefee (CRD# 2308317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hurst, TX and has over 30 years of experience in the finance industry.
Jessica Papadopoulos (CRD# 4306515) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 23 years of experience in the finance industry.
Ray Pinson (CRD# 5122994) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 11 years of experience in the finance industry. Ray Pinson 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.
Ellen Rheinlaender (CRD# 4787239) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hurst, TX and has over 9 years of experience in the finance industry.
Danielle Schlech (CRD# 6685876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hurst, TX and has over 7 years of experience in the finance industry. Danielle Schlech 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.
William Schultz (CRD# 2219862) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 32 years of experience in the finance industry.
Mark Seebeck (CRD# 2786654) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hurst, TX and has over 27 years of experience in the finance industry.
Juan Soza (CRD# 6731209) is an Investment Advisor Representative working at Equitable Advisors, LLC in Hurst, TX and has over 7 years of experience in the finance industry.