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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
Laura Rockas (CRD# 6568812) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has 1 year of experience in the finance industry. Laura Rockas 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.
Lawrence Roemer (CRD# 4401905) is an Investment Advisor Representative working at Lpl Financial LLC in Suwanee, GA and has over 11 years of experience in the finance industry. Lawrence Roemer 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 Sabo (CRD# 3274416) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Suwanee, GA and has over 24 years of experience in the finance industry.
Jacob Sanders (CRD# 5643304) is an Investment Advisor Representative working at Lpl Financial LLC in Suwanee, GA and has over 15 years of experience in the finance industry. Jacob Sanders 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.
John Schaars (CRD# 3162884) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Suwanee, GA and has over 25 years of experience in the finance industry.
Richard Schneiderman (CRD# 4558877) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suwanee, GA and has over 21 years of experience in the finance industry.
Michael Scott (CRD# 3022243) is an Investment Advisor Representative working at Lpl Financial LLC in Suwanee, GA and has over 26 years of experience in the finance industry.
Cheryl Scout (CRD# 4423245) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Suwanee, GA and has over 22 years of experience in the finance industry.
James Shambo (CRD# 5544055) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Suwanee, GA and has over 15 years of experience in the finance industry.
Lee Stebbins (CRD# 2873625) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Suwanee, GA and has over 26 years of experience in the finance industry.