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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
Rosemary Danielson (CRD# 1528557) is an Investment Advisor Representative working at Balanced Financial Planning, Inc. in Overland Park, KS and has over 37 years of experience in the finance industry. Rosemary Danielson 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.
Jane Dansby (CRD# 5592952) is an Investment Advisor Representative working at Mike Wolters & Associates, Ltd. in Parkville, MO and has over 15 years of experience in the finance industry.
Blake Davies (CRD# 6789653) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 6 years of experience in the finance industry.
Gregory Davis (CRD# 5388041) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Kansas City, MO and has over 16 years of experience in the finance industry.
Lucas Davis (CRD# 6652495) is an Investment Advisor Representative working at Stewardship Capital in Independence, MO and has over 7 years of experience in the finance industry.
Tina Davis (CRD# 5619986) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 10 years of experience in the finance industry.
Fabio De Andrade (CRD# 4671838) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 20 years of experience in the finance industry.
Gregory Decamp (CRD# 4552078) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Kansas City, MO and has over 21 years of experience in the finance industry.
James Degoler (CRD# 1540863) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 37 years of experience in the finance industry.
Daniel Demory (CRD# 5255287) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Platte, MO and has over 17 years of experience in the finance industry.