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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
Daniel Abraham (CRD# 4945227) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 13 years of experience in the finance industry. Daniel Abraham 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.
Pierce Adams (CRD# 5987927) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Metairie, LA and has over 12 years of experience in the finance industry. Pierce Adams 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.
Pierre Adams (CRD# 2798030) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 26 years of experience in the finance industry.
Neal Adler (CRD# 4108756) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Metairie, LA and has 1 year of experience in the finance industry.
Becker Aleman (CRD# 4947870) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Metairie, LA and has over 17 years of experience in the finance industry.
Gary Alfonso (CRD# 1481169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Metairie, LA and has over 33 years of experience in the finance industry. Gary Alfonso 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.
Katherine Almerico (CRD# 1712742) is an Investment Advisor Representative working at Park Avenue Securities LLC in Metairie, LA and has over 25 years of experience in the finance industry.
Cary Amann (CRD# 2571453) is an Investment Advisor Representative working at A-v Capital Management, LLC in Metairie, LA and has over 29 years of experience in the finance industry.
Lisa Amann (CRD# 1532663) is an Investment Advisor Representative working at A-v Capital Management, LLC in Metairie, LA and has over 17 years of experience in the finance industry.
Charles Aubert (CRD# 6641609) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Metairie, LA and has over 7 years of experience in the finance industry.