Years of Experience
5-20+ Years
DALLAS, TX
23 Years Experience
0 Disclosures
ADVISOR BIO
Miriam Favor is a financial advisor with over 20 years of experience in the industry. She has a strong background in providing financial advice to a diverse range of clients, including individuals, families, businesses, and charitable organizations. Miriam is also a Certified Financial Planner, demonstrating her commitment to providing comprehensive and personalized financial advice. Miriam is currently affiliated with Advisor Resource Council, a Dallas-based independent Registered Investment Advisor firm. She has a wide range of experience in providing investment advice, financial planning, and retirement planning services. Prior to joining Advisor Resource Council, Miriam was with Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC.
SPECIALIZATIONS
DALLAS, TX
26 Years Experience
0 Disclosures
ADVISOR BIO
Misty Dawn Patrick is a financial advisor at Prospera Financial Services, Inc. based in Dallas, Texas. Misty has been in the financial services industry since 1999. She is a registered representative with FINRA and holds Series 63, SIE and Series 52 licenses. Misty specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Misty has experience working at a variety of firms including SAMCO Capital Markets, Inc., Penson Financial Services, Inc., Service Asset Management Company, SWS Securities Inc., Hartfield, Titus & Donnelly, LLC and Titus & Donnelly LLC.
SPECIALIZATIONS
DALLAS, TX
33 Years Experience
0 Disclosures
ADVISOR BIO
Mitchell Stevens is a financial advisor who has been in the industry since 1992. Mitchell is currently registered with LPL Financial LLC in Dallas, TX. Mitchell has been registered with LPL Financial LLC since May 2019 and previously worked at PFS Investments Inc. Mitchell's areas of specialization include retirement planning, investment management, college savings, and estate planning.
SPECIALIZATIONS
DALLAS, TX
29 Years Experience
0 Disclosures
ADVISOR BIO
Mitchell Kramer is a financial advisor with over 20 years of experience in the industry. Mitchell is a Certified Financial Planner and holds a Series 7, Series 63, and Series 24 license. Mitchell is currently registered with Fluent Financial, LLC and previously worked with LPL FINANCIAL LLC and American Express Financial Advisors Inc.. Mitchell is a member of the Texas Tech Rawls School of Business Advisory Council. Mitchell provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Mitchell has a strong track record of helping clients achieve their financial goals. Fluent Financial, LLC is a Registered Investment Advisor with approximately $287 million in assets under management. The firm provides financial planning, portfolio management, and pension consulting services to individuals and businesses.
SPECIALIZATIONS
DALLAS, TX
3 Years Experience
0 Disclosures
ADVISOR BIO
Mitchell Vickery is a registered representative with Raymond James & Associates, Inc. Mitchell has been in the financial industry since February 20, 2022. Mitchell is licensed to sell securities in Texas.
SPECIALIZATIONS
DALLAS, TX
40 Years Experience
1 Disclosures
ADVISOR BIO
Mitchell Basson is a financial advisor who has been in the industry since 1984. Mitchell is currently registered with RBC Capital Markets, LLC and is licensed to provide financial advice in all states. Mitchell has a broad range of experience and holds multiple licenses and certifications. Prior to RBC Capital Markets, LLC, Mitchell was affiliated with Cantor Fitzgerald & Co., J.P. Morgan Securities Inc., Bear, Stearns & Co. Inc., and Dean Witter Reynolds Inc. Mitchell specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, corporations, and institutions.
SPECIALIZATIONS
DALLAS, TX
14 Years Experience
0 Disclosures
ADVISOR BIO
Mohamed Yahiaoui is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He is a Series 7, Series 31 and Series 66 licensed professional with over 13 years of experience in the financial services industry. Mohamed Yahiaoui has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Previously, Mohamed Yahiaoui was employed with Morgan Stanley Smith Barney. Mohamed Yahiaoui specializes in providing investment advice to individuals, businesses, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. He also provides financial planning and investment management services. Mohamed Yahiaoui is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA).
SPECIALIZATIONS
DALLAS, TX
20 Years Experience
0 Disclosures
ADVISOR BIO
Moises Humberto Ospina is a financial advisor registered with Avantax Advisory Services and Avantax Planning Partners, Inc. Moises is a licensed insurance agent and financial planning consultant who provides financial advice and insurance products as part of a holistic financial plan. Moises has been in the financial services industry since 2004 and has a wide range of experience in financial planning, investment management, and insurance. Moises has the Series 4, 7, 24, 53, and 66 securities licenses and is registered in multiple states. Moises's areas of expertise include retirement planning, college savings, estate planning, and insurance.
SPECIALIZATIONS
Dallas, TX
10 Years Experience
0 Disclosures
ADVISOR BIO
Molly Edwards is a financial advisor currently registered with J.p. Morgan Securities LLC. Molly has been in the financial services industry since 2014 and has experience working with individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Molly is registered in 53 states and the District of Columbia. Molly is also a Certified Financial Planner.
SPECIALIZATIONS
DALLAS, TX
5 Years Experience
0 Disclosures
ADVISOR BIO
Monica Guerra Snapka is a financial professional registered with J.P. Morgan Securities LLC, with over 2 years of experience in the financial services industry. Monica holds the Series 63, Series 7TO, and SIE licenses. Monica is based in Dallas, Texas and is affiliated with the J.P. Morgan Securities LLC branch office in Dallas. Monica specializes in working with individuals, corporations, high-net-worth individuals, pension and profit sharing plans, insurance companies, charitable organizations, and labor unions.
SPECIALIZATIONS