-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Oase (CRD# 2831519) is an Investment Advisor Representative working at Clout Inc. Advisors in Tucson, AZ and has over 27 years of experience in the finance industry.
Kim Ohler (CRD# 1276709) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tucson, AZ and has over 21 years of experience in the finance industry. Kim Ohler 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.
Denielle Palting (CRD# 6017186) is an Investment Advisor Representative working at Lpl Financial LLC in Tucson, AZ and has over 11 years of experience in the finance industry.
Kathleen Peake (CRD# 4485099) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tucson, AZ and has over 22 years of experience in the finance industry.
Chad Porzig (CRD# 5140142) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tucson, AZ and has over 10 years of experience in the finance industry.
Anil Potharaju (CRD# 6461336) is an Investment Advisor Representative working at Savevest, LLC in Tucson, AZ and has over 9 years of experience in the finance industry.
Nicholas Prassas (CRD# 1852713) is an Investment Advisor Representative working at Prassas Capital, LLC in Tucson, AZ and has over 33 years of experience in the finance industry.
Charles Putney (CRD# 369074) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Tucson, AZ and has over 39 years of experience in the finance industry.
Miguel Quinones (CRD# 4182482) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tucson, AZ and has over 22 years of experience in the finance industry.
Georgia Rallis (CRD# 2064563) is an Investment Advisor Representative working at Northrock Investments, Pllc in Tucson, AZ and has over 33 years of experience in the finance industry.