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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
Jeffrey Lee (CRD# 6031616) is an Investment Advisor Representative working at Edward Jones in Shreveport, LA and has over 11 years of experience in the finance industry.
Dany Martin (CRD# 5369132) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 12 years of experience in the finance industry.
Robert Mattei (CRD# 1268046) is an Investment Advisor Representative working at R.s. Mattei & Company, Inc. in Shreveport, LA and has over 39 years of experience in the finance industry. Robert Mattei 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.
William McCollum (CRD# 4415276) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Shreveport, LA and has over 22 years of experience in the finance industry.
Joshua McCord (CRD# 6930447) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Shreveport, LA and has over 5 years of experience in the finance industry.
John-todd McDaniel (CRD# 4887945) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Shreveport, LA and has over 6 years of experience in the finance industry.
John Montgomery (CRD# 6089576) is an Investment Advisor Representative working at Nida And Montgomery Wealth Advisors in Shreveport, LA and has over 11 years of experience in the finance industry.
Douglas Moran (CRD# 5925398) is an Investment Advisor Representative working at Dm Financial Group in Shreveport, LA and has over 6 years of experience in the finance industry.
Brandon Papa (CRD# 2938078) is an Investment Advisor Representative working at Newedge Advisors in Shreveport, LA and has over 26 years of experience in the finance industry.
Arthur Patterson (CRD# 1958113) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Shreveport, LA and has over 6 years of experience in the finance industry.