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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
Rolando Alviso (CRD# 6714074) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Flower Mound, TX and has over 7 years of experience in the finance industry.
Chase Amis (CRD# 5860517) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 13 years of experience in the finance industry. Chase Amis 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.
Keegan Anderson (CRD# 4228871) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 23 years of experience in the finance industry.
Michael Anderson (CRD# 6762807) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
Nathan Anderson (CRD# 5260534) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mckinney, TX and has over 14 years of experience in the finance industry.
Scott Anderson (CRD# 6769914) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 6 years of experience in the finance industry.
Derrick Andras (CRD# 6046455) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 10 years of experience in the finance industry.
Keith Andre (CRD# 2181366) is an Investment Advisor Representative working at Avantax Advisory Services in Mckinney, TX and has over 32 years of experience in the finance industry. Keith Andre 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.
Jordan Andreola (CRD# 4975943) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 18 years of experience in the finance industry.
John Andruska (CRD# 860632) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 16 years of experience in the finance industry.