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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
Ralph Ujano (CRD# 2713662) is an Investment Advisor Representative working at The Ujano Advisory Group LLC in Mckinney, TX and has over 28 years of experience in the finance industry. Ralph Ujano 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.
Madeleine Underwood (CRD# 6631737) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 8 years of experience in the finance industry.
Scott Vedane (CRD# 6169178) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 11 years of experience in the finance industry.
Natasha Verbsky (CRD# 3238843) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mckinney, TX and has over 24 years of experience in the finance industry.
Taryn Watson (CRD# 5844761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 13 years of experience in the finance industry.
Phil Wheat (CRD# 1160523) is an Investment Advisor Representative working at Wheat Givens Financial, LLC in Mckinney, TX and has over 32 years of experience in the finance industry. Phil Wheat 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.
Jessica Willman (CRD# 6924884) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mckinney, TX and has over 5 years of experience in the finance industry.
Robert Wolf (CRD# 4456453) is an Investment Advisor Representative working at Tf Wealth Management, LLC in Mckinney, TX and has over 22 years of experience in the finance industry.
Kathryn Atkins (CRD# 2428449) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry.
Whitney Black (CRD# 6331678) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mckinney, TX and has over 9 years of experience in the finance industry.