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Distance Only Arvada, CO
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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
James Kanai (CRD# 6630758) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arvada, CO and has over 7 years of experience in the finance industry.
William Kessel (CRD# 2586732) is an Investment Advisor Representative working at Edward Jones in Arvada, CO and has over 29 years of experience in the finance industry.
Lloyd Kull (CRD# 3030582) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Arvada, CO and has 1 year of experience in the finance industry.
Jeremy Laufer (CRD# 7063688) is an Investment Advisor Representative working at Edward Jones in Arvada, CO and has over 5 years of experience in the finance industry.
Brandon Lincoln (CRD# 5903699) is an Investment Advisor Representative working at On Investment Management Co in Arvada, CO and has over 9 years of experience in the finance industry.
Kalem Mackey (CRD# 4489496) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arvada, CO and has over 22 years of experience in the finance industry. Kalem Mackey 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.
Andy McClaflin (CRD# 4670759) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has over 20 years of experience in the finance industry.
Stephanie McElheny (CRD# 5806111) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has over 11 years of experience in the finance industry. Stephanie McElheny 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.
Kyle McGrath (CRD# 6506146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arvada, CO and has over 6 years of experience in the finance industry.
Oleg Metsaev (CRD# 4912859) is an Investment Advisor Representative working at Mml Investors Services, LLC in Arvada, CO and has over 13 years of experience in the finance industry.