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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
Ramon Sanchez (CRD# 7248302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Worth, TX and has over 3 years of experience in the finance industry.
Erik Aaker (CRD# 2754150) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 26 years of experience in the finance industry.
Thomas Aarons (CRD# 5076833) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry.
David Abed-Rabboh (CRD# 5297105) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 6 years of experience in the finance industry. David Abed-Rabboh 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.
Amy Abens (CRD# 6909749) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.
Heath Abernathy (CRD# 2785474) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grapevine, TX and has over 27 years of experience in the finance industry. Heath Abernathy 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.
Brian Ablutz (CRD# 4638076) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 20 years of experience in the finance industry.
Ramsey Abu-Shair (CRD# 5352754) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry.
Tanya Ackermann (CRD# 6303332) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 10 years of experience in the finance industry.