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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
Jose Garcia (CRD# 5963895) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 12 years of experience in the finance industry.
Zachary Geertsen (CRD# 5821054) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 13 years of experience in the finance industry. Zachary Geertsen 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.
Eddie Ghabour (CRD# 3069984) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 25 years of experience in the finance industry.
Joseph Ghabour (CRD# 4546873) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 21 years of experience in the finance industry.
Lynn Gilbert (CRD# 4477926) is an Investment Advisor Representative working at Drive Wealth Advisers in Sandy, UT and has over 23 years of experience in the finance industry.
Kyle Glover (CRD# 3027764) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 25 years of experience in the finance industry. Kyle Glover 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.
Daniel Gomez (CRD# 2141107) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 32 years of experience in the finance industry.
Timothy Gottfredson (CRD# 5530400) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 15 years of experience in the finance industry. Timothy Gottfredson 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.
Dorian Grady (CRD# 5714715) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 14 years of experience in the finance industry.
David Green (CRD# 1529224) is an Investment Advisor Representative working at Asset Investment Methods in Sandy, UT and has over 37 years of experience in the finance industry.