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Distance Only Westminster, CO
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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
Daniel Medina (CRD# 3208708) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westminster, CO and has over 9 years of experience in the finance industry.
Jesse Melville (CRD# 6482252) is an Investment Advisor Representative working at Advice And Planning Services in Westminster, CO and has over 8 years of experience in the finance industry.
Zachary Miller (CRD# 5741722) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westminster, CO and has over 5 years of experience in the finance industry.
John Mondeau (CRD# 5819492) is an Investment Advisor Representative working at Edward Jones in Westminster, CO and has over 13 years of experience in the finance industry.
Jason Mong (CRD# 4843682) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in Westminster, CO and has over 16 years of experience in the finance industry.
Claire Mork (CRD# 5047897) is an Investment Advisor Representative working at Edelman Financial Engines in Westminster, CO and has over 15 years of experience in the finance industry. Claire Mork 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.
Jason Pott (CRD# 5611609) is an Investment Advisor Representative working at Wealthplan Partners in Westminster, CO and has over 15 years of experience in the finance industry.
Charles Prather (CRD# 1238110) is an Investment Advisor Representative working at Wealthplan Partners in Westminster, CO and has over 30 years of experience in the finance industry. Charles Prather 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.
Katie Prosser (CRD# 6728311) is an Investment Advisor Representative working at Apo Financial Services, LLC in Westminster, CO and has over 7 years of experience in the finance industry.
Sonia Rebollo-Mccloskey (CRD# 5748671) is an Investment Advisor Representative working at Edward Jones in Westminster, CO and has over 14 years of experience in the finance industry.