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19 advisers

Matching “Financial Planning”

DARREN JAMES

DARREN JAMES

Investment Adviser

SMITHFIELD · hybrid

0.0 (0)

I deliver strategic, research-driven investment solutions across alternative assets and global markets, focused on diversificat…

Alternative Investments Commodities Cryptocurrency & Digital Assets Forex/FX +2
14 yrs 0 projects
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ROBERT RAYMOND ROBERTI

ROBERT RAYMOND ROBERTI

Investment Adviser

TX · hybrid

0.0 (0)

I specialize in alternative investments and global markets, combining expert research, strategic portfolio management, and weal…

Alternative Investments Commodities Cryptocurrency & Digital Assets Equities & Stock Markets +2
31 yrs 0 projects
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Sophie Amelia

Sophie Amelia

Investment Adviser

New York · hybrid

0.0 (0)

I specialize in strategic investment and wealth management, combining expertise in commodities, alternative investments, portfo…

Commodities Alternative Investments Wealth Management Bonds & Fixed Income +1
3 yrs 0 projects
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Stephen Gaylord Halley

Stephen Gaylord Halley

Investment Adviser

ATLANTA · hybrid

0.0 (0)

I provide disciplined, research-driven investment strategies across derivatives, financial planning, ESG investing, ETFs, and r…

Options & Derivatives Financial Planning ESG & Sustainable Investing ETFs & Funds +1
26 yrs 0 projects
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Jennifer Christine Schuster

Jennifer Christine Schuster

Investment Adviser

Magnolia · hybrid

0.0 (0)

I provide research driven investment strategies across equities, ESG investing, ETFs, derivatives, and financial planning, with…

Equities & Stock Markets ESG & Sustainable Investing ETFs & Funds Investment Research & Analysis +2
24 yrs 0 projects
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CHRISTOPHER ADDISON

CHRISTOPHER ADDISON

Investment Adviser

NEW YORK · hybrid

0.0 (0)

I help clients build, protect, and grow their wealth through strategic investment solutions across Commodities, Alternative Inv…

Commodities Alternative Investments Cryptocurrency & Digital Assets Wealth Management +2
12 yrs 0 projects
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Jennifer Carkner

Jennifer Carkner

Investment Adviser

ELLENSBURG, WA · hybrid

0.0 (0)

I’m Jennifer Carkner, an Investment Adviser specializing in Financial Planning, Commodities, Alternative Investments, Cryptocur…

Commodities Alternative Investments Cryptocurrency & Digital Assets Equities & Stock Markets +1
6 yrs 0 projects
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ALLYSON R PECARRO

ALLYSON R PECARRO

Investment Adviser

CHARLOTTE, NC · hybrid

0.0 (0)

I’m ALLYSON R PECARRO, a dedicated Investment Adviser specializing in Commodities, Alternative Investments, Cryptocurrency & Di…

Commodities Alternative Investments Cryptocurrency & Digital Assets Wealth Management +2
25 yrs 0 projects
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Lisa Benjamin

Lisa Benjamin

Investment Adviser

GREENWOOD VILLAGE, CO · hybrid

0.0 (0)

I’m Lisa Benjamin, an Investment Adviser specializing in Commodities, Alternative Investments, Cryptocurrency & Digital Assets,…

Commodities Alternative Investments Cryptocurrency & Digital Assets Wealth Management +1
7 yrs 0 projects
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