MEMBER10 MEMBER10 MEMBER10,  CFP<sup>&reg;</sup> - Financial Advisor

MEMBER10 MEMBER10 MEMBER10, CFP®

TestR

test.record

7535 E Hampden Ave, Suite 600
Denver, CO 80231
FINANCIAL ADVISOR'S WEBSITE
(555) 555-5555 CONNECT WITH MEMBER10
  • linkedin link

General

MEMBER10 MEMBER10 is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at test.record in Denver, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 4, 5, 6, 9, 10, 11, 14, 17, 22, 23, 24, 26, 27, 28, 30, 31, 32, 37, 38, 39, 42, 51, 52, 53, 55, 62, 63, 65, 66, 72, 79, 82, 86

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)
  • Personal Financial Specialist (PFS)
  • Admitted to Bar
  • Certified Retirement Counselor® (CRC®)
  • Other - 123

Insurance Licenses

  • Life insurance
  • Property/casualty

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Arbitration & Mediation, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Cross-border Planning, Asset Allocation, Career Change, Government & Military, Limited Partnerships, Mutual Funds, Identity Theft, Insurance, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs

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