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Distance Only Jackson, MS
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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
William Mosby (CRD# 6162774) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jackson, MS and has over 10 years of experience in the finance industry.
Clyde Mosley (CRD# 1517941) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 36 years of experience in the finance industry.
Sherry Mosley (CRD# 5637050) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 14 years of experience in the finance industry.
Gale Noel (CRD# 4676409) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jackson, MS and has over 20 years of experience in the finance industry.
Christopher Noone (CRD# 4160001) is an Investment Advisor Representative working at Lpl Financial LLC in Jackson, MS and has over 23 years of experience in the finance industry. Christopher Noone 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.
Joshua Norris (CRD# 6431628) is an Investment Advisor Representative working at Lefleur Financial in Jackson, MS and has 1 year of experience in the finance industry. Joshua Norris 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.
Julia Ott (CRD# 1763486) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 34 years of experience in the finance industry.
Logan Phillips (CRD# 4548521) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jackson, MS and has over 18 years of experience in the finance industry.
Allan Pickle (CRD# 3267552) is an Investment Advisor Representative working at Mag Cap in Jackson, MS and has over 24 years of experience in the finance industry.
Spencer Pipitone (CRD# 6923673) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 5 years of experience in the finance industry.