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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
Pamela Malara (CRD# 2608893) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in St Francisville, LA and has over 25 years of experience in the finance industry.
Dean Martin (CRD# 4557155) is an Investment Advisor Representative working at Edward Jones in New Roads, LA and has over 21 years of experience in the finance industry. Dean 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.
Joseph Morrison (CRD# 6088090) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Lafayette, LA and has over 5 years of experience in the finance industry.
Micah Moscovis (CRD# 4807670) is an Investment Advisor Representative working at Metlife Securities Inc. in Lafayette, LA and has over 11 years of experience in the finance industry.
Micah Moscovis is a charterholder of the ChFC® and ChSNC™ which are issued by The American College of Financial Services in Bryn Mawr, Pennsylvania. Micah Moscovis is qualified to prepare comprehensive financial plans.
Micah Moscovis is a tireless advocate for people with disabilities. In addition to helping individuals and families that are affected by a disabilty plan for a secure financial future, he also educates...
Todd Newberg (CRD# 4352819) is an Investment Advisor Representative working at Edward Jones in Lafayette, LA and has over 8 years of experience in the finance industry.
Lawrence Paddock (CRD# 4361371) is an Investment Advisor Representative working at Thompson Creek Wealth Advisors in Saint Francisville, LA and has over 23 years of experience in the finance industry.
David Patton (CRD# 3138280) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Saint Francisville, LA and has 1 year of experience in the finance industry.
Joshua Perello (CRD# 6025922) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Breaux Bridge, LA and has over 12 years of experience in the finance industry.
Gertrude Piper (CRD# 4566557) is an Investment Advisor Representative working at Advisory Services Network in Saint Francisville, LA and has over 22 years of experience in the finance industry. Gertrude Piper 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.
Scott Pitre (CRD# 6862709) is an Investment Advisor Representative working at Edward Jones in Opelousas, LA and has over 6 years of experience in the finance industry.