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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
Alexa Celis (CRD# 6644279) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 6 years of experience in the finance industry.
Robert Chaiklin (CRD# 1188583) is an Investment Advisor Representative working at Bios Research in Boca Raton, FL and has over 40 years of experience in the finance industry.
Juliann Chapman (CRD# 2386694) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Plano, TX and has over 30 years of experience in the finance industry. Juliann Chapman 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.
Robert Chase (CRD# 2329240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 31 years of experience in the finance industry.
Richard Chaves (CRD# 6032240) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has 1 year of experience in the finance industry.
John Checki (CRD# 1932256) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plano, TX and has over 35 years of experience in the finance industry. John Checki 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.
Howard Chen (CRD# 4567095) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 21 years of experience in the finance industry.
Robert Chen (CRD# 3228144) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 7 years of experience in the finance industry.
Wade Chessman (CRD# 2420974) is an Investment Advisor Representative working at Cwm, LLC in Dallas, TX and has over 29 years of experience in the finance industry. Wade Chessman 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.
Derek Childs (CRD# 5541034) is an Investment Advisor Representative working at Howard Financial Services, Ltd. in Dallas, TX and has over 12 years of experience in the finance industry. Derek Childs 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.