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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
Kathryn Marchwick (CRD# 1033509) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 41 years of experience in the finance industry. Kathryn Marchwick 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.
Maryse Marshall (CRD# 6531779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, AZ and has over 8 years of experience in the finance industry.
Christopher McDermott (CRD# 5152899) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Peoria, AZ and has over 17 years of experience in the finance industry. Christopher McDermott 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.
Cortney McElroy (CRD# 4088452) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Peoria, AZ and has over 23 years of experience in the finance industry.
Brian Mock (CRD# 4223858) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Peoria, AZ and has over 23 years of experience in the finance industry.
Aaron Montez (CRD# 4108246) is an Investment Advisor Representative working at Lpl Financial LLC in Peoria, AZ and has over 24 years of experience in the finance industry. Aaron Montez 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.
Michael Murphy (CRD# 6918635) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Peoria, AZ and has over 5 years of experience in the finance industry.
Derek Newman (CRD# 5201491) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, AZ and has over 17 years of experience in the finance industry.
Christopher Noland (CRD# 4127775) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Peoria, AZ and has over 23 years of experience in the finance industry.
Shelley O'brien (CRD# 3173509) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Peoria, AZ and has over 25 years of experience in the finance industry.