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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
Ryan O'neill (CRD# 5139631) is an Investment Advisor Representative working at Lpl Financial LLC in Mesa, AZ and has over 17 years of experience in the finance industry.
Serapio Oliveira (CRD# 6766608) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Casa Grande, AZ and has over 6 years of experience in the finance industry.
Diane Ouellette (CRD# 4854313) is an Investment Advisor Representative working at Gold Canyon Financial Planning in Gold Canyon, AZ and has over 22 years of experience in the finance industry. Diane Ouellette 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.
Michelle Ovadia (CRD# 6320997) is an Investment Advisor Representative working at Edward Jones in Gilbert, AZ and has over 9 years of experience in the finance industry.
Leiland Overson (CRD# 1253784) is an Investment Advisor Representative working at Overson Advisory Group in Mesa, AZ and has over 39 years of experience in the finance industry.
Ellen Owens (CRD# 5789066) is an Investment Advisor Representative working at Primerica Advisors in Mesa, AZ and has over 13 years of experience in the finance industry.
Daniel Pallesen (CRD# 7009772) is an Investment Advisor Representative working at Creative Planning in Gilbert, AZ and has over 5 years of experience in the finance industry. Daniel Pallesen 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.
Anthony Park (CRD# 2833347) is an Investment Advisor Representative working at Panoptic Global Wealth Management, LLC in San Tan Valley, AZ and has over 15 years of experience in the finance industry.
Elia Parrish (CRD# 6321389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 9 years of experience in the finance industry.
Gary Parsell (CRD# 3078329) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 25 years of experience in the finance industry. Gary Parsell 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.