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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
Mario Gonzalez (CRD# 4973064) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in Laredo, TX and has over 18 years of experience in the finance industry.
Luis Guajardo (CRD# 6853310) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 6 years of experience in the finance industry.
Oscar Lopez (CRD# 1309789) is an Investment Advisor Representative working at Commonwealth Financial Network in Laredo, TX and has over 39 years of experience in the finance industry. Oscar Lopez 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.
Ruben Lopez (CRD# 5931815) is an Investment Advisor Representative working at Commonwealth Financial Network in Laredo, TX and has over 12 years of experience in the finance industry.
Fernando Montemayor (CRD# 4000181) is an Investment Advisor Representative working at Lpl Financial LLC in Laredo, TX and has over 24 years of experience in the finance industry.
Ruben Munoz (CRD# 6319757) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Laredo, TX and has over 9 years of experience in the finance industry.
James Notzon (CRD# 2264814) is an Investment Advisor Representative working at Pnc Investments in Laredo, TX and has over 31 years of experience in the finance industry.
Ismael Reyes Retana (CRD# 3250007) is an Investment Advisor Representative working at Lpl Financial LLC in Laredo, TX and has over 24 years of experience in the finance industry.
Andres Rivas Chavez (CRD# 6161743) is an Investment Advisor Representative working at Primerica Advisors in Laredo, TX and has over 9 years of experience in the finance industry.
Joseph Rothstein (CRD# 4460627) is an Investment Advisor Representative working at International Asset Management, Inc. in Laredo, TX and has 1 year of experience in the finance industry.