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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
Stephen Caton (CRD# 1199559) is an Investment Advisor Representative working at Patron Partners, LLC in Houston, TX and has over 40 years of experience in the finance industry. Stephen Caton 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.
Jenna Cedillo (CRD# 6150423) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 11 years of experience in the finance industry.
Jason Ceyanes (CRD# 5994336) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 12 years of experience in the finance industry. Jason Ceyanes 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.
Lindy Chan (CRD# 5494291) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 16 years of experience in the finance industry. Lindy Chan 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.
Robin Chan (CRD# 5440667) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 11 years of experience in the finance industry.
Rosanna Chapa (CRD# 6399910) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tomball, TX and has over 9 years of experience in the finance industry.
Lee Chapman (CRD# 6748507) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 7 years of experience in the finance industry.
Rajesh Chelapurath (CRD# 3114529) is an Investment Advisor Representative working at Ceera Investments, LLC in Bellaire, TX and has over 25 years of experience in the finance industry.
Joe Chen (CRD# 4274821) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Houston, TX and has over 23 years of experience in the finance industry.
Scarlett Cherry (CRD# 4388822) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 22 years of experience in the finance industry.