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Distance Only Helotes, TX
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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
Aldo Martinez (CRD# 6746703) is an Investment Advisor Representative working at Edward Jones in Helotes, TX and has over 5 years of experience in the finance industry.
Carlos Miranda (CRD# 2535642) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helotes, TX and has over 17 years of experience in the finance industry.
Carolyn Ngo (CRD# 5442405) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry. Carolyn Ngo 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.
Luke Scamardo (CRD# 4584550) is an Investment Advisor Representative working at Scamardo Financial LLC in Helotes, TX and has over 21 years of experience in the finance industry.
Kristin Sorensen (CRD# 5302872) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helotes, TX and has over 17 years of experience in the finance industry.
Diana Edwards (CRD# 7220658) is an Investment Advisor Representative working at Edwards Financial & Insurance Services in Helotes, TX and has over 3 years of experience in the finance industry.
Robert Edwards (CRD# 7122730) is an Investment Advisor Representative working at Edwards Financial & Insurance Services in Helotes, TX and has over 5 years of experience in the finance industry.
John Harmon (CRD# 7151710) is an Investment Advisor Representative working at Edward Jones in Helotes, TX and has over 4 years of experience in the finance industry.
Noah Pierce (CRD# 7832086) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helotes, TX and has 1 year of experience in the finance industry.