Cfp certification in Baton Rouge, Louisiana
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Joseph Brown - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joseph Brown - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. Joseph Brown holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Joseph Brown's expertise in various areas of financial planning, wealth management, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Joseph Brown can provide tailored financial advice to help you reach your goals.
Patrick Shreve - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Shreve is a Financial Advisor at Ameriprise Financial Services, LLC located at 6719 Perkins Road in Baton Rouge, Louisiana, United States. Patrick holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical standards and ongoing education, Patrick is dedicated to helping clients achieve their financial goals.
Bob Rivas - Financial Advisor, Ameriprise Financial Services, LLC
Bob Rivas - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6719 Perkins Road, Baton Rouge, Louisiana, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, insurance products, investment strategies, and more. The institution is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those with specialized financial needs such as military personnel and families with special needs children.
Lee J Palmer III - Private Wealth Advisor, Ameriprise Financial Services, LLC
Lee J Palmer III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8201 Village Plaza Court in Baton Rouge, Louisiana, United States. Lee J Palmer III holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lee J Palmer III's expertise in asset management, estate planning, retirement planning, investment management, and financial planning. Lee J Palmer III is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
Merrill Lynch Financial Advisor Jordan M. Chauvin
Merrill Lynch Financial Advisor Jordan M. Chauvin is a finance institution located at 445 North Boulevard, Baton Rouge, Louisiana, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Jordan Chauvin is a Wealth Management Advisor who graduated from Louisiana State University and is committed to helping clients achieve their financial goals. Supported by a team of experienced professionals, including Registered Senior Wealth Management Client Associates Magen Smith and Jessica Cavanaugh, Merrill Lynch offers personalized financial solutions tailored to each client's unique needs. From retirement planning to investment strategies, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of the financial world and achieve their goals. With a focus on understanding each client's priorities and goals, Merrill Lynch provides personalized advice and guidance to help clients plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or plan for other life events, Merrill Lynch is here to help you every step of the way. With access to the resources of Merrill Lynch and Bank of America, clients can benefit from comprehensive financial solutions and personalized investment strategies. Certified by CFP Board, CIMA, and ChFC, the team at Merrill Lynch is committed to providing clients with the highest level of expertise and service. Contact Merrill Lynch Financial Advisor Jordan M. Chauvin today to start planning for your financial future.
Timothy B Hunter - Financial Advisor, Ameriprise Financial Services, LLC
Timothy B Hunter is a Financial Advisor at Ameriprise Financial Services, LLC located at 9270 Siegen Lane in Baton Rouge, Louisiana, United States. Timothy holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Timothy's expertise in financial planning, wealth transfers, retirement planning, estate planning, investment management, risk management, and more. As a Certified Military Financial Advisor®, Timothy is also trained to serve veterans and active duty personnel. With a focus on ethical practices and comprehensive knowledge, Timothy provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Robert J Morris - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert J Morris is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8235 YMCA Plaza Drive in Baton Rouge, Louisiana, United States. Robert holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Robert's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. As a Certified Military Financial Advisor®, Robert is also trained to serve veterans and active duty military personnel. With a focus on ethics and continuing education, Robert is dedicated to providing comprehensive financial advice and planning services to his clients.
Scott E Guidry - Financial Advisor, Ameriprise Financial Services, LLC
Scott E Guidry is a financial advisor at Ameriprise Financial Services, LLC located at 4730 Bluebonnet Boulevard in Baton Rouge, Louisiana, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and more. Scott E Guidry is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs.
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