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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
Brock Mitzel (CRD# 4875888) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arlington, TX and has over 18 years of experience in the finance industry. Brock Mitzel 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.
Kevin Moss (CRD# 5142828) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Arlington, TX and has over 17 years of experience in the finance industry.
Brian Nerney (CRD# 4476700) is an Investment Advisor Representative working at Sundial Capital Management, LP in Arlington, TX and has over 22 years of experience in the finance industry.
Jeremy Normand (CRD# 3056404) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Arlington, TX and has over 25 years of experience in the finance industry.
Robert Nursey (CRD# 1444821) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Arlington, TX and has over 38 years of experience in the finance industry.
Matthew Paladini (CRD# 4527850) is an Investment Advisor Representative working at Paladini Financial Advisors, LLC in Arlington, TX and has over 23 years of experience in the finance industry. Matthew Paladini 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.
William Peng (CRD# 5790866) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 13 years of experience in the finance industry.
Lawrence Pereira (CRD# 4408339) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 22 years of experience in the finance industry.
Sterling Piepgrass (CRD# 5569495) is an Investment Advisor Representative working at Avantax Advisory Services in Arlington, TX and has over 15 years of experience in the finance industry.
Nechemia Proter (CRD# 833450) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arlington, TX and has over 25 years of experience in the finance industry.