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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
Kaili Purviance (CRD# 4329392) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in Frisco, TX and has over 16 years of experience in the finance industry.
Kirk Quaschnick (CRD# 2260022) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 31 years of experience in the finance industry.
Carrie Quraishi (CRD# 5313613) is an Investment Advisor Representative working at Quraishi Wealth Management in Frisco, TX and has over 17 years of experience in the finance industry.
Dioselina Ramirez (CRD# 4026264) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 24 years of experience in the finance industry.
Homer Ramirez (CRD# 5963712) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Frisco, TX and has over 12 years of experience in the finance industry. Homer Ramirez 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 Randall (CRD# 7033271) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 5 years of experience in the finance industry.
Nita Rathod (CRD# 6311996) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Frisco, TX and has over 10 years of experience in the finance industry.
Diana Read (CRD# 1120946) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 41 years of experience in the finance industry.
Antonio Rhee (CRD# 2989927) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 21 years of experience in the finance industry.
Minou Rhoades (CRD# 6617761) is an Investment Advisor Representative working at Adero Partners, LLC in Frisco, TX and has over 8 years of experience in the finance industry.