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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
Jason Appe (CRD# 3149319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 25 years of experience in the finance industry. Jason Appe 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.
Margaret Arndt (CRD# 1229161) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 29 years of experience in the finance industry.
Cesar Arriaza (CRD# 5473181) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Slidell, LA and has over 16 years of experience in the finance industry.
Angela Avant (CRD# 2895990) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Covington, LA and has over 26 years of experience in the finance industry.
Paul Avegno (CRD# 4898715) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 18 years of experience in the finance industry. Paul Avegno 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.
Margaret Benjamin (CRD# 4179011) is an Investment Advisor Representative working at Lpl Financial LLC in Mandeville, LA and has over 18 years of experience in the finance industry.
Keaton Biggs (CRD# 6493936) is an Investment Advisor Representative working at Edward Jones in Slidell, LA and has over 6 years of experience in the finance industry.
Daniel Boudreaux (CRD# 4120837) is an Investment Advisor Representative working at Edward Jones in Slidell, LA and has over 23 years of experience in the finance industry. Daniel Boudreaux 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.
Clarice Bourgeois (CRD# 3262151) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mandeville, LA and has over 16 years of experience in the finance industry.
Michael Branighan (CRD# 4644827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mandeville, LA and has over 20 years of experience in the finance industry.