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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
Matthew Cook (CRD# 6837205) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 6 years of experience in the finance industry. Matthew Cook 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.
Carl Coolidge (CRD# 2945974) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 26 years of experience in the finance industry.
Stephen Coopersmith (CRD# 6164631) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 10 years of experience in the finance industry. Stephen Coopersmith 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.
Gregory Corso (CRD# 6055794) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Laplace, LA and has over 8 years of experience in the finance industry.
Lena Cortez (CRD# 5110261) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 18 years of experience in the finance industry. Lena Cortez 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.
Marcus Courtney (CRD# 5994966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 12 years of experience in the finance industry.
Mason Couvillon (CRD# 2819724) is an Investment Advisor Representative working at Lpl Financial LLC in Metairie, LA and has over 15 years of experience in the finance industry.
Joan Cox (CRD# 1260363) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 30 years of experience in the finance industry. Joan Cox 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.
Brenden Coyne (CRD# 4508453) is an Investment Advisor Representative working at Edward Jones in Metairie, LA and has over 22 years of experience in the finance industry.
Morell Crane (CRD# 6027482) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 7 years of experience in the finance industry.