-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Michele Suriano (CRD# 4067251) is an Investment Advisor Representative working at Castle Rock Investment Company in Castle Rock, CO and has over 24 years of experience in the finance industry.
Samuel Tenney (CRD# 4232443) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 22 years of experience in the finance industry. Samuel Tenney 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 Topolnicki (CRD# 2868795) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Castle Rock, CO and has 1 year of experience in the finance industry.
John Trotter (CRD# 3274551) is an Investment Advisor Representative working at Spc in Castle Rock, CO and has over 9 years of experience in the finance industry.
Thomas Vann (CRD# 830233) is an Investment Advisor Representative working at Vann Investments LLC in Castle Rock, CO and has over 43 years of experience in the finance industry.
Sarah Villalobos (CRD# 4195829) is an Investment Advisor Representative working at Commonwealth Financial Network in Castle Rock, CO and has over 23 years of experience in the finance industry. Sarah Villalobos 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.
Michael Waggoner (CRD# 4553917) is an Investment Advisor Representative working at Glidepath Financial Planning, LLC in Castle Rock, CO and has over 21 years of experience in the finance industry. Michael Waggoner 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.
Stephen Zeeck (CRD# 4974388) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Castle Rock, CO and has over 16 years of experience in the finance industry.
Aivars Ziedins (CRD# 476441) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Castle Rock, CO and has over 41 years of experience in the finance industry. Aivars Ziedins 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 Ambrosich (CRD# 7214298) is an Investment Advisor Representative working at The Ameriflex Group in Castle Rock, CO and has over 3 years of experience in the finance industry.