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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
Tonya Rasmussen (CRD# 4429218) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Highlands Ranch, CO and has over 22 years of experience in the finance industry.
Eric Rosel (CRD# 4409800) is an Investment Advisor Representative working at Morganrosel Wealth Management, LLC in Highlands Ranch, CO and has over 22 years of experience in the finance industry. Eric Rosel 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.
Patrick Rudy (CRD# 5547396) is an Investment Advisor Representative working at Jpl Wealth Management, LLC in Highlands Ranch, CO and has over 13 years of experience in the finance industry. Patrick Rudy 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.
Teresa Sanders (CRD# 5226819) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry. Teresa Sanders 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.
Stephen Searle (CRD# 728122) is an Investment Advisor Representative working at Evergreen Investment Management, LLC in Highlands Ranch, CO and has over 43 years of experience in the finance industry.
David Seems (CRD# 1076499) is an Investment Advisor Representative working at Principal Securities, Inc. in Highlands Ranch, CO and has over 30 years of experience in the finance industry.
Jeffrey Severe (CRD# 2459908) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Highlands Ranch, CO and has over 29 years of experience in the finance industry.
Jeff Shafer (CRD# 6198517) is an Investment Advisor Representative working at Mariner Independent in Highlands Ranch, CO and has over 10 years of experience in the finance industry.
Mingmar Sherpa (CRD# 5768379) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Highlands Ranch, CO and has over 14 years of experience in the finance industry.
Daniel Singhisen (CRD# 2302176) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Highlands Ranch, CO and has over 30 years of experience in the finance industry.