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Distance Only Duluth, GA
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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
Peter Weinbaum (CRD# 4714436) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, GA and has over 20 years of experience in the finance industry. Peter Weinbaum 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.
Franklin Whitworth (CRD# 4900754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 18 years of experience in the finance industry.
Jennifer Wieland (CRD# 2605677) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 28 years of experience in the finance industry.
Glen Wilk (CRD# 1951992) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, GA and has over 34 years of experience in the finance industry.
Dennis Woodall (CRD# 6261199) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 8 years of experience in the finance industry.
Daniel Woodring (CRD# 4028705) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 22 years of experience in the finance industry.
Ji You (CRD# 6836878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 6 years of experience in the finance industry.
Sharon Yu (CRD# 7006609) is an Investment Advisor Representative working at Yongchang Company Inc. in Duluth, GA and has over 5 years of experience in the finance industry.
Ahmed Zaki (CRD# 1776881) is an Investment Advisor Representative working at Avantax Advisory Services in Duluth, GA and has over 22 years of experience in the finance industry.
Megan Alexander (CRD# 7668846) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has 1 year of experience in the finance industry.