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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
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.
Robert Obrien (CRD# 5484192) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hurst, TX and has over 16 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.
Kevin Roche (CRD# 2643485) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 28 years of experience in the finance industry.
Ronald Rotthaus (CRD# 1646619) is an Investment Advisor Representative working at Bok Financial Advisors in Hurst, TX and has over 37 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.