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Distance Only Sugar Land, 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
Martin Pate (CRD# 2800238) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 27 years of experience in the finance industry.
Jeremiah Patterson (CRD# 5117875) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Sugar Land, TX and has over 17 years of experience in the finance industry. Jeremiah Patterson 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.
Keith Patterson (CRD# 2131574) is an Investment Advisor Representative working at Avantax Advisory Services in Sugar Land, TX and has over 32 years of experience in the finance industry.
Cheri Payne (CRD# 3096579) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sugar Land, TX and has over 25 years of experience in the finance industry.
William Propper (CRD# 2656727) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Sugar Land, TX and has over 27 years of experience in the finance industry.
Ever Ramirez (CRD# 6226794) is an Investment Advisor Representative working at Edward Jones in Sugar Land, TX and has over 10 years of experience in the finance industry.
Jonathan Rao (CRD# 4754067) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 19 years of experience in the finance industry.
William Rassman (CRD# 5549851) is an Investment Advisor Representative working at Rwm Capital, LLC in Sugar Land, TX and has over 13 years of experience in the finance industry. William Rassman 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.
Bart Reese (CRD# 2182172) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sugar Land, TX and has over 32 years of experience in the finance industry. Bart Reese 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.