Deborah stavis stavis and cohen financial llc
WebApr 21, 2015 · 126 Certified Financial Planner™ Professionals Named in FT 400 Top Financial Advisors April 21, 2015 Certified Financial Planner Board of Standards, Inc. is proud to announce that 126 CFP® professionals were named in … WebDeborah Stavis (CRD# 1109504) is an Investment Advisor Representative working at Stavis & Cohen Private Wealth, LLC in Houston, TX and has over 39 years of …
Deborah stavis stavis and cohen financial llc
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Web1330 Post Oak Blvd, Ste 2190 Houston, TX 77056 1097.55 mi. Is this your business? Verify your listing. Find Nearby: ATMs, Hotels, Night Clubs, Parkings, Movie Theaters WebMar 30, 2024 · Ms Stavis has been teaching a course on investment, retirement and estate planning at the Glasscock School of Continuing Studies in Rice University in Houston, Texas since 1984. She had become a...
WebFinancial Services. Risk Management. Headquarters Regions Greater Houston Area, Southern US. Founded Date 2009. Founders Deborah Stavis, Eddie Cohen. Operating Status Active. Company Type For Profit. Contact Email [email protected]. Phone Number +1 713-275-7750. WebDeborah Stavis (CRD# 1109504) is an Investment Advisor Representative working at Stavis & Cohen Private Wealth, LLC in Houston, TX and has over 39 years of experience in the finance industry. Deborah Stavis has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP …
WebStavis & Cohen Financial Employee Directory. Stavis & Cohen Financial corporate office is located in 1330 Post Oak Blvd Ste 2190, Houston, Texas, 77056, United States and has 22 employees. stavis & cohen financial. stavis & cohen financial llc. cohen financial. cohen financial llc. cohen financial lp. stavis & cohen WebLoading..... FSC Securities Corporation
WebStavis and Cohen Financial, LLC Chief Executive Officersince May 2008Stavis Margolis Advisory Services Founder and Chief Executive OfficerJun 1996 - Aug 2007 Deborah StavisPhones & Addresses Professionals Bookkeeper Chief Executive Deborah StavisSocial Networks Profiles Facebook DeborahHeloise StavisPorter DeborahStavis …
WebFinancial Services Company size 11-50 employees Headquarters Houston, Texas Type Privately Held Founded 2009 Specialties Financial Planning and Investment … key2go sheffieldWebStavis & Cohen Financial, LLC Aug 2024 - Dec 20243 years 5 months Houston, Texas Area • Works directly with founders to provide data, … key 2 gloucesterWebDeborah Stavis is a Certified Financial Planner® and pioneer in the wealth management advisory business with more than 35 years of experience. In 2009, Deborah founded Stavis & Cohen Financial (SCF), a Houston-based financial planning boutique with Eddie Cohen, a longstanding colleague, and the firm’s Chief Investment Officer. key2fun orion hotel falirakiWebNov 3, 2024 · CI Financial Corp. announced on Tuesday it is acquiring a majority interest in Stavis & Cohen Financial LLC, a Houston, Tex.-based registered investment advisory (RIA) firm with approximately US$570 million in assets. ... Said Deborah Stavis, co-founder and CEO of Stavis & Cohen: “[CI’s] deep experience in both asset and wealth … key2go estate \u0026 letting agents ltd sheffieldkey2 groupWebDEBORAH MCCULLY STAVIS Section Title Report Summary Qualifications Registration and Employment History CRD# 1109504 1 ... customer disputes and arbitrations, and financial disclosures such as bankruptcies and unpaid judgments or liens. ... STAVIS & COHEN PRIVATE WEALTH, LLC 312366 1330 POST OAK BOULEVARD SUITE 2190 … key2heavenWebDeborah Stavis is a financial advisor in Houston, TX, and has earned her CFP. She has been in practice for 13 years, the last 8 months at Purshe Kaplan Sterling Investments. … is john young parkway a toll road