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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
Jacqueline Battista (CRD# 5822720) is an Investment Advisor Representative working at Corepath Wealth Partners LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry. Jacqueline Battista 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.
Martin Battock (CRD# 736883) is an Investment Advisor Representative working at Mml Investors Services, LLC in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Annette Bau (CRD# 1895794) is an Investment Advisor Representative working at Estate & Retirement Strategies LLC in Tempe, AZ and has over 34 years of experience in the finance industry. Annette Bau 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.
Jill Baumes (CRD# 5323816) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 12 years of experience in the finance industry.
Jackson Beck (CRD# 6470399) is an Investment Advisor Representative working at Taurum Retirement Partners, LLC in Mesa, AZ and has over 6 years of experience in the finance industry. Jackson Beck 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.
Richard Beckley (CRD# 1746831) is an Investment Advisor Representative working at Park Avenue Securities LLC in Phoenix, AZ and has over 27 years of experience in the finance industry. Richard Beckley 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.
Elizabeth Belisle (CRD# 2571367) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Mesa, AZ and has over 29 years of experience in the finance industry. Elizabeth Belisle 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.
Azucena Beltran (CRD# 6138433) is an Investment Advisor Representative working at Edward Jones in Tempe, AZ and has over 9 years of experience in the finance industry.
Todd Bendell (CRD# 6164333) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 10 years of experience in the finance industry. Todd Bendell 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.
Martin Bender (CRD# 2891230) is an Investment Advisor Representative working at Northwest Asset Management in Gilbert, AZ and has over 26 years of experience in the finance industry. Martin Bender 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.