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Distance Only Mckinney, TX
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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
Scott Parker (CRD# 2721751) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mckinney, TX and has over 28 years of experience in the finance industry.
Frank Perry (CRD# 809227) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mckinney, TX and has over 22 years of experience in the finance industry. Frank Perry 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.
John Pesano (CRD# 5297487) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mckinney, TX and has over 16 years of experience in the finance industry.
Steven Pierce (CRD# 1253275) is an Investment Advisor Representative working at Oakmont Financial Services, LLC in Mckinney, TX and has over 39 years of experience in the finance industry.
Kevin Pittman (CRD# 2193030) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mckinney, TX and has over 32 years of experience in the finance industry.
Herbert Poledna (CRD# 3111127) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mckinney, TX and has over 25 years of experience in the finance industry.
Ignacio Quiroz (CRD# 3237897) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Mckinney, TX and has over 23 years of experience in the finance industry.
Paul Raehpour (CRD# 4508598) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 21 years of experience in the finance industry.
Brandon Rainey (CRD# 4120677) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 23 years of experience in the finance industry. Brandon Rainey 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.
Micky Reeves (CRD# 3197466) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Mckinney, TX and has over 25 years of experience in the finance industry. Micky Reeves 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.