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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
Jason Adamcik (CRD# 4272591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Plano, TX and has over 23 years of experience in the finance industry.
Darold Adami (CRD# 4403668) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sherman, TX and has over 22 years of experience in the finance industry.
Teresa Adams (CRD# 4044152) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Denison, TX and has over 13 years of experience in the finance industry.
Nicholas Adamson (CRD# 4070569) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plano, TX and has over 24 years of experience in the finance industry.
Michelle Addington (CRD# 6786938) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 6 years of experience in the finance industry.
Joseph Adjei-Mensah (CRD# 6925790) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 5 years of experience in the finance industry.
Dario Aguilar (CRD# 4745374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 18 years of experience in the finance industry. Dario Aguilar 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.
Mark Ahmadi (CRD# 4575419) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 21 years of experience in the finance industry. Mark Ahmadi 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.
Mehdi Ahmadi (CRD# 6798426) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 6 years of experience in the finance industry.
Jackson Alexander (CRD# 4767165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 19 years of experience in the finance industry.