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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
David Sandstrom (CRD# 1384878) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roswell, GA and has over 28 years of experience in the finance industry.
Nirmala Sarju Wulfers (CRD# 6410959) is an Investment Advisor Representative working at Edward Jones in Roswell, GA and has over 9 years of experience in the finance industry.
Gary Schantz (CRD# 1542754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roswell, GA and has over 36 years of experience in the finance industry.
Grant Segal (CRD# 2615984) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roswell, GA and has over 28 years of experience in the finance industry.
John Sena (CRD# 5583978) is an Investment Advisor Representative working at Mike Sena Advisors, Inc. in Roswell, GA and has over 15 years of experience in the finance industry. John Sena 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.
Kramer Shiflett (CRD# 6679109) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 7 years of experience in the finance industry.
Stephen Siders (CRD# 4208700) is an Investment Advisor Representative working at Odyssey Personal Financial Advisors, LLC in Roswell, GA and has over 23 years of experience in the finance industry. Stephen Siders 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.
Anne Simpson (CRD# 5273267) is an Investment Advisor Representative working at Odyssey Personal Financial Advisors, LLC in Roswell, GA and has over 9 years of experience in the finance industry. Anne Simpson 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.
Nathan Simpson (CRD# 6162677) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 11 years of experience in the finance industry.
Bradley Sims (CRD# 5125825) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Roswell, GA and has over 16 years of experience in the finance industry.