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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
Kirk Wilson (CRD# 4709474) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Tucson, AZ and has over 20 years of experience in the finance industry.
Wendy Wise (CRD# 5790321) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oro Valley, AZ and has over 13 years of experience in the finance industry.
Christopher Wolfe (CRD# 4458371) is an Investment Advisor Representative working at Primerica Advisors in Tucson, AZ and has over 22 years of experience in the finance industry.
Amy Wolken (CRD# 2413716) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tucson, AZ and has over 30 years of experience in the finance industry.
Joseph Wright (CRD# 1143642) is an Investment Advisor Representative working at Joseph Wright Investments in Tucson, AZ and has over 40 years of experience in the finance industry. Joseph Wright 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.
Frank Youdelman (CRD# 2020910) is an Investment Advisor Representative working at Mml Investors Services, LLC in Oro Valley, AZ and has over 34 years of experience in the finance industry.
Lisa Zak (CRD# 4338532) is an Investment Advisor Representative working at Principal Securities, Inc. in Tucson, AZ and has over 22 years of experience in the finance industry.
Thomas Zitzmann (CRD# 4603874) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tucson, AZ and has over 20 years of experience in the finance industry.
Hector Aguilar Figueroa (CRD# 7531809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucson, AZ and has 1 year of experience in the finance industry.
Jessie Baldwin (CRD# 6024577) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Tucson, AZ and has 1 year of experience in the finance industry.