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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
Katrina Barrett (CRD# 5297739) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Steven Barry (CRD# 4010639) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 23 years of experience in the finance industry. Steven Barry 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 Barton (CRD# 6253126) is an Investment Advisor Representative working at Edward Jones in Tempe, AZ and has over 10 years of experience in the finance industry.
James Bartow (CRD# 2223486) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 32 years of experience in the finance industry. James Bartow 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.
Oleg Barun (CRD# 6330076) is an Investment Advisor Representative working at Edward Jones in Tempe, AZ and has over 8 years of experience in the finance industry.
Thomas Bastian (CRD# 1397252) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gilbert, AZ and has over 38 years of experience in the finance industry.
Gaurav Batra (CRD# 5910085) is an Investment Advisor Representative working at Edward Jones in Gilbert, AZ and has over 11 years of experience in the finance industry.
Christina Batson (CRD# 5677946) is an Investment Advisor Representative working at Morgan Stanley in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Thomas Batson (CRD# 1345806) is an Investment Advisor Representative working at Morgan Stanley in Scottsdale, AZ and has over 39 years of experience in the finance industry.
Paul Batt (CRD# 2839165) is an Investment Advisor Representative working at Pfg Advisors in Mesa, AZ and has over 27 years of experience in the finance industry.