Years of Experience
5-20+ Years
Ft. Collins, CO
0 Disclosures
ADVISOR BIO
Benjamin Tesson is a financial advisor with Facet, a Registered Investment Advisor (RIA) located in Baltimore, MD. Benjamin holds the Certified Financial Planner designation. He has experience in the financial services industry and has worked at other firms prior to joining Facet in 2021. Benjamin currently holds active IA registrations in Colorado and Texas. He is registered with Facet in these states.
SPECIALIZATIONS
FT. COLLINS, CO
3 Years Experience
0 Disclosures
ADVISOR BIO
Damien Salerno is a financial advisor with Equitable Advisors, LLC and is licensed in Colorado. Damien has been in the financial industry since 2021 and is also a membership associate and personal trainer for Club Loveland. Damien holds Series 66, 7TO, and SIE licenses and has experience working with individuals, corporations, and businesses.
SPECIALIZATIONS
FT. COLLINS, CO
35 Years Experience
1 Disclosures
ADVISOR BIO
James Michael Parker is a financial advisor registered with On Investment Management Co., a company based in Cincinnati, Ohio. James has been a financial advisor for over 30 years, having started their career in 1989. James holds Series 6, 63, and 65 licenses, as well as the SIE exam. James has been registered with the state of Colorado since 1995 and holds active registrations in Colorado, North Carolina, Pennsylvania, and Texas. James has been involved in financial services for their entire career. While James currently works at On Investment Management Co., they previously worked at PRUCO Securities Corporation and The Prudential Insurance Company of America.
SPECIALIZATIONS
FT. COLLINS, CO
1 Years Experience
0 Disclosures
ADVISOR BIO
James George Barkei is a financial advisor with Equitable Advisors, LLC in Fort Collins, Colorado. James is licensed to provide financial advice in Colorado. James became a registered representative in April 2024 and has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). James is also a financial advisor at Equitable Advisors, LLC. James specializes in 1, 2, 3, 4, 5, and 6.
SPECIALIZATIONS
FT. COLLINS, CO
39 Years Experience
0 Disclosures
ADVISOR BIO
John Berry Heddens is an investment advisor representative at Equitable Advisors, LLC, with over 35 years of experience in the industry. John has been registered with the state of Colorado since 1989 and is licensed to provide investment advice in several states. John also has a Series 24 Principal's license, which allows him to supervise other investment professionals. John's commitment to providing personalized financial advice is evident in his extensive industry experience and strong licensing credentials.
SPECIALIZATIONS
FT. COLLINS, CO
34 Years Experience
0 Disclosures
ADVISOR BIO
Kurt Anders is a financial advisor with over 30 years of experience in the industry. Kurt is currently registered with LPL Financial LLC in Fort Collins, CO. Previously, Kurt was registered with A.G. Edwards & Sons, Inc., Smith Barney Shearson Inc. and Lehman Brothers Inc. Kurt holds several licenses including Series 63, Series 24, SIE, and Series 7. Kurt specializes in providing investment advice to individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations.
SPECIALIZATIONS
FT. COLLINS, CO
2 Years Experience
0 Disclosures
ADVISOR BIO
Lukas Anthony Gately is an investment advisor representative with Equitable Advisors, LLC, based in FT. COLLINS, Colorado. Lukas has been in the financial industry since September 2022 and holds a Series 66, a Series 7TO and the SIE. Lukas is currently registered in Colorado, Wyoming and California. Lukas's firm offers advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars and selection of other advisors.
SPECIALIZATIONS
FT. COLLINS, CO
10 Years Experience
0 Disclosures
ADVISOR BIO
Max Charles Shaffer is a financial advisor with Equitable Advisors, LLC. Max has been working in the financial industry since 2014 and holds Series 66, Series 24, Series 7 and SIE licenses. Max is registered to provide investment advice in California, Colorado, Idaho, Minnesota and Wyoming. Max specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
SPECIALIZATIONS
FT. COLLINS, CO
18 Years Experience
1 Disclosures
ADVISOR BIO
Ryan Cosner has been in the financial services industry since August 2006. Ryan is currently registered with Cosner Financial Group, LLC, and is also registered as an Investment Advisor Representative in Colorado and Texas. Ryan is a Series 6, 7, and 63 licensed professional. Ryan also holds the SIE and Series 65 licenses. Ryan has experience providing financial planning, and portfolio management services to individuals and businesses. Ryan has been with Cosner Financial Group since September 2008 and is currently the Chief Compliance Officer (CCO) for the firm. Prior to his role at Cosner Financial Group, Ryan worked at Triad Advisors Inc. and OSAIC Wealth, Inc. Ryan is also involved in the community by working with the Boys and Girls Club of Larimer County.
SPECIALIZATIONS
