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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
Jessica Knutson (CRD# 5399898) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 13 years of experience in the finance industry.
Christopher Perkins (CRD# 6565826) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kyle, TX and has over 8 years of experience in the finance industry.
Victoria Phrydas (CRD# 6779007) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kyle, TX and has over 6 years of experience in the finance industry.
Shalana Poole (CRD# 4574234) is an Investment Advisor Representative working at Lpl Financial LLC in Kyle, TX and has over 17 years of experience in the finance industry. Shalana Poole 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 Quartucci (CRD# 4522516) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 21 years of experience in the finance industry.
Kyle Robarge (CRD# 6608423) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 8 years of experience in the finance industry.
Daniel Roemerman (CRD# 5300140) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 15 years of experience in the finance industry.
Mark Schreiber (CRD# 2788289) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 27 years of experience in the finance industry.
Billygram Simonet (CRD# 5866307) is an Investment Advisor Representative working at Simonet Financial Group, LLC in Kyle, TX and has over 13 years of experience in the finance industry. Billygram Simonet 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.
Jennifer Taylor (CRD# 5886419) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 13 years of experience in the finance industry.