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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
Daniel Martinez (CRD# 6283443) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 9 years of experience in the finance industry.
William McArthur (CRD# 1475138) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Santa Fe, NM and has over 38 years of experience in the finance industry. William McArthur 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.
Justin Medrano (CRD# 5779785) is an Investment Advisor Representative working at Morgan Stanley in Santa Fe, NM and has over 13 years of experience in the finance industry.
Daniel Merians (CRD# 2947044) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Fe, NM and has over 26 years of experience in the finance industry.
Robert Millstein (CRD# 856088) is an Investment Advisor Representative working at Millstein Advisors, LLC in Santa Fe, NM and has over 16 years of experience in the finance industry.
Manuel Monasterio (CRD# 4615511) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Fe, NM and has over 21 years of experience in the finance industry.
Troy Mosconi (CRD# 2499668) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 29 years of experience in the finance industry.
Peter Murphy (CRD# 5427375) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 16 years of experience in the finance industry. Peter Murphy 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.
David Nagler (CRD# 1190128) is an Investment Advisor Representative working at New Line Capital, LLC in Santa Fe, NM and has over 34 years of experience in the finance industry.
Jesse Neerdaels (CRD# 4670415) 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. Jesse Neerdaels 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.