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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
Eugene Songy (CRD# 5772801) is an Investment Advisor Representative working at Newedge Advisors in Houma, LA and has over 10 years of experience in the finance industry.
Leon Stiel (CRD# 6253019) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 10 years of experience in the finance industry.
Leon Stiel (CRD# 2433471) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 30 years of experience in the finance industry. Leon Stiel 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.
Ann Summers (CRD# 4047179) is an Investment Advisor Representative working at Lpl Financial LLC in Houma, LA and has over 21 years of experience in the finance industry. Ann Summers 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.
Ethan Triche (CRD# 6102796) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Vacherie, LA and has over 5 years of experience in the finance industry.
Luke Trosclair (CRD# 5200875) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in La Place, LA and has over 15 years of experience in the finance industry.
Thomas Trussell (CRD# 2493634) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houma, LA and has over 29 years of experience in the finance industry. Thomas Trussell 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.
Dodi Vicknair (CRD# 4708132) is an Investment Advisor Representative working at Lpl Financial LLC in Laplace, LA and has over 18 years of experience in the finance industry.
Cheryl Voss (CRD# 4722360) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Houma, LA and has over 19 years of experience in the finance industry.
Michael Waguespack (CRD# 3055866) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Napoleonville, LA and has over 7 years of experience in the finance industry.