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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
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.
Kelly Parker (CRD# 4760070) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Prescott Valley, AZ and has over 16 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.
Christopher Peerless (CRD# 710630) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Prescott Valley, AZ and has over 43 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.
Paul Skaggs (CRD# 4026719) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sedona, AZ and has over 24 years of experience in the finance industry.
Joshua Szyman (CRD# 6385194) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 8 years of experience in the finance industry. Joshua Szyman 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.