-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Alberts (CRD# 6366288) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clayton, MO and has over 9 years of experience in the finance industry. James Alberts 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.
Gregory Aman (CRD# 3183807) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 25 years of experience in the finance industry.
Ashley Anderson (CRD# 6443865) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 8 years of experience in the finance industry.
Marvin Anderson (CRD# 2538130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 24 years of experience in the finance industry.
Kelly Andrews (CRD# 6980406) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Clayton, MO and has over 5 years of experience in the finance industry. Kelly Andrews 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.
David Apted (CRD# 1255773) is an Investment Advisor Representative working at Bristol Financial LLC in Clayton, MO and has over 39 years of experience in the finance industry.
Kaitlyn Arrow (CRD# 6064297) is an Investment Advisor Representative working at Edward Jones in Clayton, MO and has over 10 years of experience in the finance industry.
Kerry Auer (CRD# 2085226) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Clayton, MO and has over 33 years of experience in the finance industry.
David Awbrey (CRD# 5007025) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 18 years of experience in the finance industry.
Katherine Awbrey (CRD# 5932841) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 11 years of experience in the finance industry.