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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
Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Oakstreet Wealth Management, Inc. in Magnolia, TX and has over 20 years of experience in the finance industry.
Gregory Cater (CRD# 873218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Magnolia, TX and has over 44 years of experience in the finance industry.
Gregory Cater (CRD# 6507237) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Magnolia, TX and has over 8 years of experience in the finance industry. Gregory Cater 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.
Jacqueline Dewese (CRD# 5062157) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Magnolia, TX and has over 18 years of experience in the finance industry. Jacqueline Dewese 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.
William Gervasi (CRD# 6166986) is an Investment Advisor Representative working at Edward Jones in Magnolia, TX and has over 10 years of experience in the finance industry.
John Jablonski (CRD# 3196815) is an Investment Advisor Representative working at Lpl Financial LLC in Magnolia, TX and has over 22 years of experience in the finance industry. John Jablonski 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.
Cara Magliocco (CRD# 4825029) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Magnolia, TX and has over 18 years of experience in the finance industry.
James McKenzie (CRD# 2422896) is an Investment Advisor Representative working at Edward Jones in Magnolia, TX and has over 30 years of experience in the finance industry.
Khoren Ouzounian (CRD# 5026149) is an Investment Advisor Representative working at Gwn Securities Inc. in Magnolia, TX and has over 18 years of experience in the finance industry.
Barry Tate (CRD# 5033414) is an Investment Advisor Representative working at Lpl Financial LLC in Magnolia, TX and has over 18 years of experience in the finance industry.