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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
Donna Di Ianni (CRD# 1159997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 40 years of experience in the finance industry.
Michael Estabrook (CRD# 5678853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 10 years of experience in the finance industry.
Stephen Fisher (CRD# 2512102) is an Investment Advisor Representative working at Money Concepts Advisory Service in Glenwood Springs, CO and has over 29 years of experience in the finance industry. Stephen Fisher 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.
Shane Fleury (CRD# 4837994) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 12 years of experience in the finance industry.
Scott Garcia (CRD# 5865690) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Aspen, CO and has over 13 years of experience in the finance industry.
Lawrence Goldstein (CRD# 3223787) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Aspen, CO and has over 24 years of experience in the finance industry.
Stuart Green (CRD# 5713549) is an Investment Advisor Representative working at Western Wealth Management LLC in Edwards, CO and has over 15 years of experience in the finance industry. Stuart Green 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.
David Greene (CRD# 3107769) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aspen, CO and has over 25 years of experience in the finance industry.
Richard Greenspan (CRD# 1130269) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aspen, CO and has over 40 years of experience in the finance industry.
Austin Hamilton (CRD# 6636046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Glenwood Springs, CO and has over 7 years of experience in the finance industry.