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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
Mary Conroy (CRD# 6324951) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 6 years of experience in the finance industry.
Scott Conroy (CRD# 4065534) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Barbara Cook (CRD# 5204021) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Terry Cook (CRD# 1418789) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 38 years of experience in the finance industry. Terry 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.
Thomas Cook (CRD# 3137338) is an Investment Advisor Representative working at Lpl Financial LLC in Omaha, NE and has over 25 years of experience in the finance industry. Thomas 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.
Curtis Cottle (CRD# 6119745) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
James Couzens (CRD# 55459) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 38 years of experience in the finance industry.
Nicole Cox (CRD# 4734770) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 17 years of experience in the finance industry.
Halley Craig (CRD# 5882524) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 11 years of experience in the finance industry. Halley Craig 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.
Mark Crane (CRD# 2471733) is an Investment Advisor Representative working at Mml Investors Services, LLC in Omaha, NE and has over 29 years of experience in the finance industry.