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Distance Only Windsor, 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
Robert Schmidt (CRD# 1054387) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Windsor, CO and has over 33 years of experience in the finance industry.
Lotem Sella (CRD# 6545948) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Windsor, CO and has over 8 years of experience in the finance industry.
Alina Shelton (CRD# 6706392) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Windsor, CO and has over 5 years of experience in the finance industry.
Nicole Slack (CRD# 1468706) is an Investment Advisor Representative working at Wealth Management Advisors Ria, Inc. in Windsor, CO and has over 33 years of experience in the finance industry.
Jeffrey Solomonson (CRD# 2985233) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Windsor, CO and has over 26 years of experience in the finance industry.
Janet Stanley (CRD# 4877898) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, CO and has over 18 years of experience in the finance industry.
Patrick Varney (CRD# 4125180) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Windsor, CO and has over 24 years of experience in the finance industry.
James Wertz (CRD# 5281474) is an Investment Advisor Representative working at Independent Financial Group, LLC in Windsor, CO and has over 17 years of experience in the finance industry.
Joshua Benedict (CRD# 4930716) is an Investment Advisor Representative working at Sequent Planning, LLC in Windsor, CO and has over 17 years of experience in the finance industry.
Alyssa Davis (CRD# 7135613) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Windsor, CO and has over 2 years of experience in the finance industry.