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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
Sherri Roy (CRD# 4363664) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 11 years of experience in the finance industry.
Edgar Rudolph (CRD# 2368283) is an Investment Advisor Representative working at Morgan Stanley in Mandeville, LA and has over 30 years of experience in the finance industry.
Jeanette Sanford (CRD# 5089895) is an Investment Advisor Representative working at Edward Jones in Slidell, LA and has over 18 years of experience in the finance industry.
Wayne Schmidt (CRD# 1313631) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Mandeville, LA and has 1 year of experience in the finance industry.
Brandon Scott (CRD# 2813173) is an Investment Advisor Representative working at Edward Jones in Abita Springs, LA and has over 23 years of experience in the finance industry.
Rebecca Sequeira (CRD# 2212793) is an Investment Advisor Representative working at LPL Financial LLC in Abita Springs, LA and has over 25 years of experience in the finance industry.
Stewart Shields (CRD# 4802369) is an Investment Advisor Representative working at Lpl Financial LLC in Mandeville, LA and has over 13 years of experience in the finance industry.
Gwendolyn Smith (CRD# 4957658) is an Investment Advisor Representative working at Primerica Advisors in Slidell, LA and has over 17 years of experience in the finance industry.
Lawrence Spinosa (CRD# 1453282) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has over 29 years of experience in the finance industry. Lawrence Spinosa 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.
Roy St Paul (CRD# 1948088) is an Investment Advisor Representative working at Wells Fargo Advisors in Mandeville, LA and has over 34 years of experience in the finance industry.