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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
Andrew Abramson (CRD# 6671460) is an Investment Advisor Representative working at Olympus Capital, LLC in Richardson, TX and has over 6 years of experience in the finance industry.
Jetmir Ahmeti (CRD# 5568499) is an Investment Advisor Representative working at Ahmeti Wealth Management, LLC in Richardson, TX and has over 14 years of experience in the finance industry.
Gina Aldaz (CRD# 6569932) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 8 years of experience in the finance industry.
Trisha Archey (CRD# 5900436) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 12 years of experience in the finance industry.
John Baergen (CRD# 4332267) is an Investment Advisor Representative working at Principal Securities, Inc. in Richardson, TX and has over 22 years of experience in the finance industry. John Baergen 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 Bausley (CRD# 2608768) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Richardson, TX and has over 28 years of experience in the finance industry.
Jeffrey Bellinghausen (CRD# 1779982) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 33 years of experience in the finance industry.
Karen Bellinghausen (CRD# 1978813) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 34 years of experience in the finance industry.
Danny Blevins (CRD# 2205023) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 32 years of experience in the finance industry.
Stephen Blum (CRD# 2667312) is an Investment Advisor Representative working at Strategic Wealth Planning in Richardson, TX and has over 20 years of experience in the finance industry. Stephen Blum 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.