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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
Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest....
Phillip J Weber (CRD# 3100278) is an Investment Advisor Representative and owner at Zeit Capital Advisors in Greenwood, Village, CO and has over 25 years of experience in the finance industry. Phillip Weber 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 putclients' interests first and comply with the Financial Planning Practice...
Rebecca Aardal (CRD# 5495455) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Centennial, CO and has 1 year of experience in the finance industry. Rebecca Aardal 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.
Jason Abar (CRD# 3077330) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry. Jason Abar 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 Abbott (CRD# 2265858) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 30 years of experience in the finance industry. Michael Abbott 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.
Thomas Abboud (CRD# 2178385) is an Investment Advisor Representative working at Abboud Financial Planning, Inc. in Centennial, CO and has over 18 years of experience in the finance industry.
James Abernethy (CRD# 1130816) is an Investment Advisor Representative working at Lpl Financial LLC in Littleton, CO and has over 32 years of experience in the finance industry.
Chris Abeyta (CRD# 6403098) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.
Daniel Abrams (CRD# 5400593) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.
Carrie Aburto (CRD# 5123585) is an Investment Advisor Representative working at Lpl Financial LLC in Centennial, CO and has over 17 years of experience in the finance industry. Carrie Aburto 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.