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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
Trever Messer (CRD# 6406271) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Norman, OK and has over 9 years of experience in the finance industry.
Zachary Miller (CRD# 7552322) is an Investment Advisor Representative working at Lpl Financial LLC in Norman, OK and has 1 year of experience in the finance industry.
David Ortiz (CRD# 7262721) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Norman, OK and has over 3 years of experience in the finance industry. David Ortiz 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.
James Parker (CRD# 6641191) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Norman, OK and has over 5 years of experience in the finance industry.
Heather Reichert (CRD# 7396707) is an Investment Advisor Representative working at Stephen H. Mcdonald & Associates, Inc. in Norman, OK and has over 2 years of experience in the finance industry.
John Robinson (CRD# 5074056) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norman, OK and has over 2 years of experience in the finance industry.
Melissa Schmidt (CRD# 7227606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norman, OK and has 1 year of experience in the finance industry.
Richard Taylor (CRD# 7076472) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Norman, OK and has over 3 years of experience in the finance industry.
James Wilbanks (CRD# 7183386) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norman, OK and has over 3 years of experience in the finance industry.
David Aboud (CRD# 1545223) is an Investment Advisor Representative working at Leonard Investment Advisors Inc. in Oklahoma City, OK and has over 37 years of experience in the finance industry.