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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
Hannah Szarszewski (CRD# 6597523) is an Investment Advisor Representative working at Blue Mountain Financial Planning in Melissa, TX and has over 5 years of experience in the finance industry. Hannah Szarszewski 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.
Alan Thomas (CRD# 3097995) is an Investment Advisor Representative working at Edward Jones in Van Alstyne, TX and has over 25 years of experience in the finance industry.
Homer Thornton (CRD# 1413678) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Denison, TX and has over 14 years of experience in the finance industry.
Gerald Tidwell (CRD# 6519566) is an Investment Advisor Representative working at Lpl Financial LLC in Durant, OK and has over 8 years of experience in the finance industry.
Tammie Walker (CRD# 2210221) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Celina, TX and has over 32 years of experience in the finance industry. Tammie Walker 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.
James Ward (CRD# 2577010) is an Investment Advisor Representative working at Avantax Advisory Services in Denison, TX and has over 29 years of experience in the finance industry.
Brooke Wentner (CRD# 711555) is an Investment Advisor Representative working at Gwn Securities Inc. in Pottsboro, TX and has over 38 years of experience in the finance industry.
Corey Winten (CRD# 4279395) is an Investment Advisor Representative working at Winten Investment Partners, LLC in Krugerville, TX and has over 23 years of experience in the finance industry.
David Young (CRD# 2962450) is an Investment Advisor Representative working at Advisor Resource Council in Anna, TX and has over 26 years of experience in the finance industry.
Haseeb Arien (CRD# 7314172) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cross Roads, TX and has 1 year of experience in the finance industry.