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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
Norma Pena (CRD# 2215449) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, TX and has over 31 years of experience in the finance industry.
Alyssa Sanders (CRD# 6584556) is an Investment Advisor Representative working at Edward Jones in Bay City, TX and has over 6 years of experience in the finance industry.
James Scardami (CRD# 6505030) is an Investment Advisor Representative working at Edward Jones in Bay City, TX and has over 8 years of experience in the finance industry. James Scardami 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.
Glenn Schmidt (CRD# 5257704) is an Investment Advisor Representative working at Edward Jones in Needville, TX and has over 17 years of experience in the finance industry.
Cody Siebert (CRD# 1435681) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rosenberg, TX and has over 37 years of experience in the finance industry.
Madeleine Slator (CRD# 6703850) is an Investment Advisor Representative working at Edward Jones in El Campo, TX and has over 7 years of experience in the finance industry.
Joseph Soltero (CRD# 5463093) is an Investment Advisor Representative working at Pnc Investments in Richmond, TX and has over 6 years of experience in the finance industry.
Austin St Laurent (CRD# 6520218) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, TX and has over 6 years of experience in the finance industry.
Christopher St. Laurent (CRD# 2609073) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, TX and has over 28 years of experience in the finance industry.
Scott Udkler (CRD# 5508273) is an Investment Advisor Representative working at Fifit LLC in Richmond, TX and has over 15 years of experience in the finance industry. Scott Udkler 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.