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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
Christopher Sommese (CRD# 6545869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Highlands Ranch, CO and has over 8 years of experience in the finance industry.
Paul Staib (CRD# 4524109) is an Investment Advisor Representative working at Staib Financial Planning, LLC in Highlands Ranch, CO and has over 20 years of experience in the finance industry. Paul Staib 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.
Burton Stokely (CRD# 4993139) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Highlands Ranch, CO and has over 16 years of experience in the finance industry.
Connie Terrell (CRD# 4818623) is an Investment Advisor Representative working at Asset Strategies Group, LLC in Highlands Ranch, CO and has over 19 years of experience in the finance industry.
Trevor Tripp (CRD# 5700505) is an Investment Advisor Representative working at Kozak & Tripp Private Asset Management, Inc. in Highlands Ranch, CO and has over 14 years of experience in the finance industry.
Laura Troyer (CRD# 1402363) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands Ranch, CO and has over 23 years of experience in the finance industry.
Michael Troyer (CRD# 5783685) is an Investment Advisor Representative working at D.a. Davidson & Company in Highlands Ranch, CO and has over 13 years of experience in the finance industry.
Robert Typher (CRD# 4360045) is an Investment Advisor Representative working at Alphamint Financial in Highlands Ranch, CO and has 1 year of experience in the finance industry. Robert Typher 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.
Cory Underwood (CRD# 4793739) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Highlands Ranch, CO and has over 19 years of experience in the finance industry. Cory Underwood 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.
Jason Ungles (CRD# 2391673) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Highlands Ranch, CO and has over 30 years of experience in the finance industry.