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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
Merica Chmait (CRD# 4317895) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry.
Michael Choy (CRD# 4162181) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Peter Choy (CRD# 4338582) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Thomas Christensen (CRD# 3277028) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 24 years of experience in the finance industry. Thomas Christensen 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.
Bryan Chubinsky (CRD# 6228273) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.
Stacey Cicotello (CRD# 5244271) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry.
Rebecca Clark (CRD# 5190060) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry. Rebecca Clark 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.
Robert Clark (CRD# 2085892) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 29 years of experience in the finance industry.
Alexander Coats (CRD# 6369259) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 9 years of experience in the finance industry.
David Coffeen (CRD# 2897234) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Phoenix, AZ and has over 26 years of experience in the finance industry.