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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
Phillip Saperstein (CRD# 2747499) is an Investment Advisor Representative working at Edward Jones in Orange, TX and has over 27 years of experience in the finance industry.
Timothy Satre (CRD# 1835514) is an Investment Advisor Representative working at Lpl Financial LLC in Beaumont, TX and has over 35 years of experience in the finance industry. Timothy Satre 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.
Trenton Scott (CRD# 6458295) is an Investment Advisor Representative working at Edward Jones in Port Arthur, TX and has over 8 years of experience in the finance industry.
Robert Shanks (CRD# 2201495) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beaumont, TX and has over 32 years of experience in the finance industry.
Gregory Shipper (CRD# 2035653) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beaumont, TX and has over 33 years of experience in the finance industry.
Clark Shofner (CRD# 4785962) is an Investment Advisor Representative working at Retirement Financial Group, LLC in Beaumont, TX and has over 20 years of experience in the finance industry.
Kimberly Simon (CRD# 6106178) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has over 10 years of experience in the finance industry.
Frederick Smids (CRD# 5947129) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Beaumont, TX and has over 12 years of experience in the finance industry.
Yolanda Smids (CRD# 7007011) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Beaumont, TX and has over 5 years of experience in the finance industry.
Shannon Soileau (CRD# 2616793) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 28 years of experience in the finance industry.