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Distance Only Frisco, TX
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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
Kurt Petersen (CRD# 1645890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 35 years of experience in the finance industry.
David Peterson (CRD# 2841786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 25 years of experience in the finance industry.
Benjamin Petty (CRD# 5448146) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, TX and has over 13 years of experience in the finance industry.
Kendall Pfutzenreuter (CRD# 3053830) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 26 years of experience in the finance industry.
Molly Phelps (CRD# 5709702) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 14 years of experience in the finance industry.
Michael Phillips (CRD# 1283402) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Frisco, TX and has over 39 years of experience in the finance industry.
Richard Piatas (CRD# 2953716) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 26 years of experience in the finance industry.
Tommy Pierce (CRD# 4269682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 23 years of experience in the finance industry.
Jason Poe (CRD# 4039935) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 24 years of experience in the finance industry.
Jerome Ponzio (CRD# 5863476) is an Investment Advisor Representative working at Edward Jones in Frisco, TX and has over 13 years of experience in the finance industry.