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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Edward Carpenter (CRD# 2172969) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 32 years of experience in the finance industry.
Alfonso Carreno (CRD# 5401021) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tucson, AZ and has over 16 years of experience in the finance industry.
Shannon Chandler (CRD# 3106991) is an Investment Advisor Representative working at Sem Wealth Management in Tucson, AZ and has over 24 years of experience in the finance industry.
Paul Choi (CRD# 6072342) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tucson, AZ and has over 8 years of experience in the finance industry. Paul Choi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Cloutier (CRD# 1794151) is an Investment Advisor Representative working at Clout Inc. Advisors in Tucson, AZ and has over 36 years of experience in the finance industry.
David Cook (CRD# 2317741) is an Investment Advisor Representative working at Factor Investment Solutions, LLC in Tucson, AZ and has over 30 years of experience in the finance industry.
Samuel Cornell (CRD# 1790408) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Tucson, AZ and has over 36 years of experience in the finance industry.
Jason Crane (CRD# 4151762) is an Investment Advisor Representative working at Capital West Partners, LLC in Tucson, AZ and has over 23 years of experience in the finance industry.
David D'Eredita (CRD# 6238859) is the Founder and an Investment Advisor at Rise Private Wealth Advisors, LLC in Tucson, AZ and has over 10 years of experience in the finance industry. Including experience as Portfolio Manager of an RIA and multiple Mutual Funds.
Daniel Dales (CRD# 5585222) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tucson, AZ and has over 15 years of experience in the finance industry.