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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
Jacob Mokry (CRD# 5467674) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Antonio, TX and has over 11 years of experience in the finance industry.
Daniel Molina (CRD# 5595697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 15 years of experience in the finance industry.
John Morgan (CRD# 2646836) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 28 years of experience in the finance industry.
Gregory Muenster (CRD# 1061479) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 28 years of experience in the finance industry.
Erik Munson (CRD# 6890841) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 6 years of experience in the finance industry.
Linde Murphy (CRD# 4049529) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 24 years of experience in the finance industry.
Vincent Myers (CRD# 871153) is an Investment Advisor Representative working at Finser Investment Advisor in San Antonio, TX and has over 21 years of experience in the finance industry.
David Nash (CRD# 5882986) is an Investment Advisor Representative working at Magister Wealth in San Antonio, TX and has over 13 years of experience in the finance industry. David Nash 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.
Daniel Nelson (CRD# 2893985) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 26 years of experience in the finance industry.
Eric Nelson (CRD# 4872427) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 19 years of experience in the finance industry. Eric Nelson 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.