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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
Pierre Follari (CRD# 2336453) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Basalt, CO and has over 30 years of experience in the finance industry.
David Greene (CRD# 3107769) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aspen, CO and has over 25 years of experience in the finance industry.
Richard Greenspan (CRD# 1130269) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aspen, CO and has over 40 years of experience in the finance industry.
Austin Hamilton (CRD# 6636046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Glenwood Springs, CO and has over 7 years of experience in the finance industry.
Thomas Hatfield (CRD# 2868599) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Meredith, CO and has over 27 years of experience in the finance industry.
Roger Hennefeld (CRD# 1459199) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has 1 year of experience in the finance industry.
Bret Hirsh (CRD# 4829322) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 6 years of experience in the finance industry.
Danielle Howard (CRD# 2890740) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Glenwood Springs, CO and has over 19 years of experience in the finance industry.
Hollis Kelley (CRD# 2327665) is an Investment Advisor Representative working at Edward Jones in Glenwood Springs, CO and has over 31 years of experience in the finance industry.
Martin Knous (CRD# 7056912) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has over 5 years of experience in the finance industry. Martin Knous 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.