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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
Patrick Morrissey (CRD# 2428478) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 30 years of experience in the finance industry.
Shane Morrow (CRD# 4816144) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Austin, TX and has over 19 years of experience in the finance industry. Shane Morrow 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.
Jeffrey Mramor (CRD# 4218842) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Sarah Mulcahy (CRD# 6560338) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 8 years of experience in the finance industry.
John Mullett (CRD# 5725331) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 14 years of experience in the finance industry.
Michael Mullis (CRD# 4038351) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 24 years of experience in the finance industry.
Albert Munoz (CRD# 2928237) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 26 years of experience in the finance industry.
Stephen Muro (CRD# 1660404) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 37 years of experience in the finance industry.
Joshua Murphy (CRD# 5949411) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Girish Navare (CRD# 5901641) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 13 years of experience in the finance industry.