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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
Clifford Allen (CRD# 1225821) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indianapolis, IN and has over 40 years of experience in the finance industry.
Gabriele Allen (CRD# 1837806) is an Investment Advisor Representative working at Thurston Springer Advisors in Indianapolis, IN and has over 30 years of experience in the finance industry.
Gregory Allen (CRD# 6401912) is an Investment Advisor Representative working at Lpl Financial LLC in Greenwood, IN and has over 9 years of experience in the finance industry.
Carrie Allstatt (CRD# 4044082) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry. Carrie Allstatt 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.
Matthew Alspaugh (CRD# 6403281) is an Investment Advisor Representative working at Cwm, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.
Elidia Alvarez Rojas (CRD# 6535921) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 8 years of experience in the finance industry.
David Amstutz (CRD# 6778139) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 6 years of experience in the finance industry. David Amstutz 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.
Eleonora Anastasia Sciopu (CRD# 4941790) is an Investment Advisor Representative working at Equitable Advisors, LLC in Carmel, IN and has over 18 years of experience in the finance industry.
James Anderson (CRD# 4280008) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Indianapolis, IN and has over 23 years of experience in the finance industry.
John Anderson (CRD# 5181757) is an Investment Advisor Representative working at Afp Group, LLC in Plainfield, IN and has over 17 years of experience in the finance industry. John Anderson 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.