-
Distance Only Westminster, CO
-
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
Shawn Kelly (CRD# 4132844) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 22 years of experience in the finance industry.
Barbara Klein (CRD# 3019810) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westminster, CO and has over 21 years of experience in the finance industry.
Darren Levinthal (CRD# 5179337) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westminster, CO and has over 16 years of experience in the finance industry.
Alexander Liss (CRD# 6794849) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westminster, CO and has over 6 years of experience in the finance industry.
Robert Loesch (CRD# 5896678) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Westminster, CO and has over 6 years of experience in the finance industry.
Bryant Malloy (CRD# 5661399) is an Investment Advisor Representative working at Facet in Westminster, CO and has over 14 years of experience in the finance industry. Bryant Malloy 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.
Robert Malone (CRD# 318125) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westminster, CO and has over 41 years of experience in the finance industry.
Robert Malone (CRD# 2445427) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westminster, CO and has over 23 years of experience in the finance industry.
Wendy Martinez (CRD# 6847664) is an Investment Advisor Representative working at Edelman Financial Engines in Westminster, CO and has over 6 years of experience in the finance industry.
Jerry McDonnell (CRD# 2326191) is an Investment Advisor Representative working at Keen Capital, LLC in Westminster, CO and has over 29 years of experience in the finance industry.