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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
Neil Conway (CRD# 4301043) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brookfield, WI and has over 23 years of experience in the finance industry.
Julie Coombs (CRD# 4198245) is an Investment Advisor Representative working at Arbor Point Advisors in Brookfield, WI and has over 18 years of experience in the finance industry. Julie Coombs 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.
Jaime Corcoran (CRD# 3123788) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brookfield, WI and has over 23 years of experience in the finance industry.
Maria Cornejo (CRD# 5469460) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brookfield, WI and has over 5 years of experience in the finance industry.
Joshua Corroy (CRD# 5954894) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookfield, WI and has over 12 years of experience in the finance industry.
Kevin Cosentino (CRD# 4625197) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brookfield, WI and has over 20 years of experience in the finance industry.
James Cotturone (CRD# 5600214) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookfield, WI and has over 15 years of experience in the finance industry. James Cotturone 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.
Roger Crank (CRD# 2828397) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brookfield, WI and has over 27 years of experience in the finance industry.
John Czukas (CRD# 2718738) is an Investment Advisor Representative working at Harbour Investments, Inc. in Brookfield, WI and has over 28 years of experience in the finance industry.
Joseph Czukas (CRD# 4637909) is an Investment Advisor Representative working at Harbour Investments, Inc. in Brookfield, WI and has over 20 years of experience in the finance industry.