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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
Yarisel Ducharne (CRD# 6174761) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 11 years of experience in the finance industry.
Thomas Dunaway (CRD# 5732056) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Woodlands, TX and has over 14 years of experience in the finance industry.
Richard Ebert (CRD# 1414681) is an Investment Advisor Representative working at Ubs Financial Services Inc. in The Woodlands, TX and has over 37 years of experience in the finance industry.
Jared Efurd (CRD# 6695170) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 6 years of experience in the finance industry.
James Egan (CRD# 1336572) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Woodlands, TX and has over 15 years of experience in the finance industry.
Eriberto Elizondo (CRD# 3275878) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in The Woodlands, TX and has over 24 years of experience in the finance industry.
Edwin Espinosa (CRD# 1051878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 25 years of experience in the finance industry.
Daniel Evans (CRD# 6315898) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry. Daniel Evans 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.
Andreina Franceschi Ochoa (CRD# 6803233) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in The Woodlands, TX and has over 5 years of experience in the finance industry.
William Friebel (CRD# 4817154) is an Investment Advisor Representative working at Starfox Financial Services, LLC in The Woodlands, TX and has over 19 years of experience in the finance industry. William Friebel 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.