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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
Carlos Lozano (CRD# 2131421) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 33 years of experience in the finance industry.
Abraham Marquez (CRD# 5716997) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mcallen, TX and has over 12 years of experience in the finance industry.
William Martin (CRD# 2936867) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mcallen, TX and has over 26 years of experience in the finance industry. William Martin 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.
Elizabeth Martinez (CRD# 5779678) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 13 years of experience in the finance industry.
Jose Martinez (CRD# 5726893) is an Investment Advisor Representative working at Pnc Investments in Mcallen, TX and has over 14 years of experience in the finance industry.
Donald Mayer (CRD# 4362383) is an Investment Advisor Representative working at Edward Jones in Mcallen, TX and has over 22 years of experience in the finance industry.
Marla Meza (CRD# 5619887) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 15 years of experience in the finance industry.
Jonathan Montgomery (CRD# 5285945) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mcallen, TX and has over 16 years of experience in the finance industry.
Keith Moore (CRD# 4504886) is an Investment Advisor Representative working at Edward Jones in Mcallen, TX and has over 22 years of experience in the finance industry.
Cassandra Moreno (CRD# 4751516) is an Investment Advisor Representative working at Edward Jones in Mcallen, TX and has over 19 years of experience in the finance industry.