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Distance Only Cottonwood Heights, UT
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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
Tina Montoya (CRD# 4387760) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cottonwood Heights, UT and has over 22 years of experience in the finance industry.
Jon Nielson (CRD# 5486265) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has over 16 years of experience in the finance industry. Jon Nielson 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.
Zachary Nugent (CRD# 5143510) is an Investment Advisor Representative working at S20 Capital, LLC in Cottonwood Heights, UT and has over 5 years of experience in the finance industry.
Shawn Olsen (CRD# 6914570) is an Investment Advisor Representative working at S20 Capital, LLC in Cottonwood Heights, UT and has over 7 years of experience in the finance industry.
Steven Pagoaga (CRD# 5847733) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.
Jason Palmer (CRD# 4551465) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 21 years of experience in the finance industry. Jason Palmer 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.
Samuel Palmer (CRD# 5963842) is an Investment Advisor Representative working at Rock Canyon Capital Management in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Garek Parry (CRD# 6242143) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 10 years of experience in the finance industry.
Jason Peterson (CRD# 3002553) is an Investment Advisor Representative working at Wells Fargo Advisors in Cottonwood Heights, UT and has over 25 years of experience in the finance industry.
Samuel Peterson (CRD# 5712061) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has over 8 years of experience in the finance industry. Samuel Peterson 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.