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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
Paul Majane (CRD# 1752250) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Sedona, AZ and has over 36 years of experience in the finance industry.
Mary Millar (CRD# 5650655) is an Investment Advisor Representative working at Edward Jones in Sedona, AZ and has over 14 years of experience in the finance industry. Mary Millar 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.
Alan Nickerson (CRD# 2371832) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cottonwood, AZ and has over 30 years of experience in the finance industry.
Lisa Ortega (CRD# 6551831) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Humboldt, AZ and has over 8 years of experience in the finance industry.
James Pease (CRD# 359011) is an Investment Advisor Representative working at Carnegie Investment Counsel in Sedona, AZ and has over 39 years of experience in the finance industry.
Linda Rachel (CRD# 3030705) is an Investment Advisor Representative working at Guardian Capital Group LLC in Cornville, AZ and has over 25 years of experience in the finance industry.
Jess Reimnitz (CRD# 6331875) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cottonwood, AZ and has over 9 years of experience in the finance industry.
Edward Rodriguez (CRD# 3227568) is an Investment Advisor Representative working at Avantax Advisory Services in Sedona, AZ and has over 24 years of experience in the finance industry.
Matias Sandoval (CRD# 1989801) is an Investment Advisor Representative working at Edward Jones in Cottonwood, AZ and has over 34 years of experience in the finance industry.
Steven Siegel (CRD# 3150543) is an Investment Advisor Representative working at Steven P. Siegel, Ltd. in Sedona, AZ and has over 25 years of experience in the finance industry.