-
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
Brian Bertsch (CRD# 3089263) is an Investment Advisor Representative working at Wells Fargo Advisors in Erie, CO and has over 24 years of experience in the finance industry.
Joseph Bocci (CRD# 5400017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Erie, CO and has over 16 years of experience in the finance industry. Joseph Bocci 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.
Warren Church (CRD# 3058479) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Erie, CO and has over 12 years of experience in the finance industry.
Charles Copeland (CRD# 4949621) is an Investment Advisor Representative working at Copeland Financial Services LLC in Erie, CO and has over 19 years of experience in the finance industry.
Jordan Fuerst (CRD# 6013316) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Erie, CO and has over 12 years of experience in the finance industry.
Michael Gray (CRD# 5868938) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Erie, CO and has over 13 years of experience in the finance industry.
Raquel Hinman (CRD# 2460856) is an Investment Advisor Representative working at Hinman Financial Planning, Inc. in Erie, CO and has over 25 years of experience in the finance industry. Raquel Hinman 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.
James Kirk (CRD# 4997027) is an Investment Advisor Representative working at Rocky Mountain Financial Solutions Inc. in Erie, CO and has over 16 years of experience in the finance industry.
Brittany Maracine (CRD# 6833938) is an Investment Advisor Representative working at Edward Jones in Erie, CO and has over 6 years of experience in the finance industry.
Julie Martinez (CRD# 4751414) is an Investment Advisor Representative working at Edward Jones in Erie, CO and has over 5 years of experience in the finance industry.