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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
Michael Eitzen (CRD# 1588646) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Oro Valley, AZ and has over 37 years of experience in the finance industry.
Zachary Eitzen (CRD# 6199928) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Oro Valley, AZ and has over 8 years of experience in the finance industry. Zachary Eitzen 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.
Steven Finley (CRD# 3276252) is an Investment Advisor Representative working at Ridge Capital Advisors, LLC in Oro Valley, AZ and has over 24 years of experience in the finance industry.
Bryn Henderson (CRD# 5725983) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has over 14 years of experience in the finance industry.
Jeffrey Hicks (CRD# 6639190) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has over 6 years of experience in the finance industry.
Peggy Klein (CRD# 1759173) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has over 35 years of experience in the finance industry. Peggy Klein 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.
Kelly Kleinsasser (CRD# 2127783) is an Investment Advisor Representative working at Ridge Capital Advisors, LLC in Oro Valley, AZ and has over 33 years of experience in the finance industry.
Rachael Lefave (CRD# 4186442) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has over 23 years of experience in the finance industry.
Stefanie Morgan (CRD# 2178991) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 30 years of experience in the finance industry. Stefanie Morgan 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.
Monica Salazar (CRD# 6562940) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 5 years of experience in the finance industry.