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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
Deborah Trouw (CRD# 5282284) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Santa Fe, NM and has over 17 years of experience in the finance industry. Deborah Trouw 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.
Joel Van Essen (CRD# 6265662) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 10 years of experience in the finance industry.
John Vazquez (CRD# 1177830) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Fe, NM and has over 40 years of experience in the finance industry.
Aric Vickrey (CRD# 6551396) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Fe, NM and has over 8 years of experience in the finance industry.
Susan Vrabel (CRD# 1280953) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Fe, NM and has over 39 years of experience in the finance industry.
Robert Wax (CRD# 5324021) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 16 years of experience in the finance industry.
Jeffrey Weeast (CRD# 2221607) is an Investment Advisor Representative working at Edward Jones in Santa Fe, NM and has over 32 years of experience in the finance industry.
Harold Whalen (CRD# 4558083) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 20 years of experience in the finance industry.
David Wharram (CRD# 6470947) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Fe, NM and has over 8 years of experience in the finance industry.
Mallory White (CRD# 1004872) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Fe, NM and has over 42 years of experience in the finance industry.