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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
Nathan Atkins (CRD# 4235862) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gilbert, AZ and has over 23 years of experience in the finance industry.
Lynne Barrow (CRD# 4991483) is an Investment Advisor Representative working at Edward Jones in Eloy, AZ and has over 10 years of experience in the finance industry.
Andrea Bereznak (CRD# 6372556) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gilbert, AZ and has over 9 years of experience in the finance industry. Andrea Bereznak 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.
Ryan Berns (CRD# 6078271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 8 years of experience in the finance industry.
Stuart Boardman (CRD# 6708520) is an Investment Advisor Representative working at Edward Jones in Mesa, AZ and has over 5 years of experience in the finance industry.
Tommie Bonner (CRD# 6589792) is an Investment Advisor Representative working at Edward Jones in Gilbert, AZ and has over 7 years of experience in the finance industry.
Grant Botma (CRD# 7023343) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 5 years of experience in the finance industry.
Craig Bottolfson (CRD# 5366466) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 16 years of experience in the finance industry.
James Brandt (CRD# 2705442) is an Investment Advisor Representative working at Morgan Stanley in Gilbert, AZ and has over 11 years of experience in the finance industry.
Jonathan Brant (CRD# 6707670) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Queen Creek, AZ and has over 7 years of experience in the finance industry. Jonathan Brant 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.