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Distance Only New Orleans, LA
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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
Jarrett Cohen (CRD# 5501834) is an Investment Advisor Representative working at Jecohen & Company, LLC in New Orleans, LA and has over 15 years of experience in the finance industry.
Matthew Cook (CRD# 6837205) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 6 years of experience in the finance industry. Matthew Cook 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.
Marcus Courtney (CRD# 5994966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 12 years of experience in the finance industry.
Patrick Cox (CRD# 6383151) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 9 years of experience in the finance industry.
Morell Crane (CRD# 6027482) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 7 years of experience in the finance industry.
Kyle Crowley (CRD# 6614884) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 8 years of experience in the finance industry.
Scott Curole (CRD# 3226881) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Orleans, LA and has over 24 years of experience in the finance industry. Scott Curole 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.
Jennifer Davillier-Mcgowan (CRD# 4298990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 20 years of experience in the finance industry.
Jody Davis (CRD# 5022117) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 18 years of experience in the finance industry.
Michael Davis (CRD# 1582754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 37 years of experience in the finance industry.