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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
Fred Goldberg (CRD# 1148858) is an Investment Advisor Representative working at Juniper Capital Management LLC in Santa Fe, NM and has over 29 years of experience in the finance industry.
Michael Grodsky (CRD# 5278789) is an Investment Advisor Representative working at Aquarius Financial in Santa Fe, NM and has over 16 years of experience in the finance industry.
Edmond Haggar (CRD# 3069564) is an Investment Advisor Representative working at Eddie Haggar Capital Mgt, Inc. in Santa Fe, NM and has over 25 years of experience in the finance industry.
Morgan Hees (CRD# 1607769) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Fe, NM and has over 28 years of experience in the finance industry.
Robert Hoffman (CRD# 1095585) is an Investment Advisor Representative working at Morgan Stanley in Santa Fe, NM and has over 40 years of experience in the finance industry.
Jan Holman (CRD# 840648) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 41 years of experience in the finance industry. Jan Holman 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.
Carolyn Ives (CRD# 7014495) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 5 years of experience in the finance industry.
Tyler Jenkins (CRD# 6359038) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 9 years of experience in the finance industry.
Juliana Joern (CRD# 5988690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 11 years of experience in the finance industry.
Gayle Johnson (CRD# 3176509) is an Investment Advisor Representative working at Hightower Advisors, LLC in Santa Fe, NM and has over 24 years of experience in the finance industry.