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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
Louis Cerullo (CRD# 5664327) is an Investment Advisor Representative working at Avantax Advisory Services in Niwot, CO and has over 14 years of experience in the finance industry.
Daniel Hawk (CRD# 4643580) is an Investment Advisor Representative working at Edward Jones in Niwot, CO and has over 20 years of experience in the finance industry.
Dennis Hein (CRD# 2014985) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Niwot, CO and has over 28 years of experience in the finance industry.
John Herman (CRD# 2621073) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has over 28 years of experience in the finance industry. John Herman 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.
Lyla Herman (CRD# 5151855) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has over 17 years of experience in the finance industry.
Adam Robinson (CRD# 2409443) is an Investment Advisor Representative working at Commonwealth Financial Network in Niwot, CO and has over 29 years of experience in the finance industry.
Daniel Herman (CRD# 7476180) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has 1 year of experience in the finance industry.
Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Lpl Financial LLC in Boulder, CO and has over 25 years of experience in the finance industry. Richard Weintraub 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.
Alice Abdalian (CRD# 2520368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 26 years of experience in the finance industry.