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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
Phillip Kleiber (CRD# 7250209) is an Investment Advisor Representative working at First Pitch Planning And Tax LLC in Roswell, GA and has 1 year of experience in the finance industry. Phillip Kleiber 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.
Kristopher Kowalski (CRD# 3045626) is an Investment Advisor Representative working at Primerica Advisors in Roswell, GA and has over 25 years of experience in the finance industry.
Brandon Melick (CRD# 7459211) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 2 years of experience in the finance industry.
Brian Moscaritolo (CRD# 7871440) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Roswell, GA and has 1 year of experience in the finance industry.
Joseph Moss (CRD# 1507257) is an Investment Advisor Representative working at J Moss And Co in Roswell, GA and has over 37 years of experience in the finance industry.
Jarod Nichols (CRD# 7529151) is an Investment Advisor Representative working at Asset Guidance Group, LLC in Roswell, GA and has over 2 years of experience in the finance industry.
Eric Nyquist (CRD# 7352818) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 2 years of experience in the finance industry.
Jean Pasteur (CRD# 6817491) is an Investment Advisor Representative working at Primerica Advisors in Roswell, GA and has over 6 years of experience in the finance industry.
Carlos Polanco-Rojas (CRD# 7050578) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 5 years of experience in the finance industry.
Jacob Reilly (CRD# 7409397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roswell, GA and has 1 year of experience in the finance industry.