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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
Ziad Meziab (CRD# 1751828) is an Investment Advisor Representative working at Meziab Capital Management, Inc. in Tucson, AZ and has over 36 years of experience in the finance industry.
Michelle Monteleone (CRD# 6387408) is an Investment Advisor Representative working at Gwn Securities Inc. in Tucson, AZ and has over 6 years of experience in the finance industry.
Theresa Morrison (CRD# 6620337) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Tucson, AZ and has 1 year of experience in the finance industry. Theresa Morrison 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.
Shawn Noe (CRD# 5143209) is an Investment Advisor Representative working at Western International Securities in Sahuarita, AZ and has over 17 years of experience in the finance industry.
Denielle Palting (CRD# 6017186) is an Investment Advisor Representative working at Lpl Financial LLC in Tucson, AZ and has over 11 years of experience in the finance industry.
Kathleen Peake (CRD# 4485099) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tucson, AZ and has over 22 years of experience in the finance industry.
Chad Porzig (CRD# 5140142) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tucson, AZ and has over 10 years of experience in the finance industry.
Anil Potharaju (CRD# 6461336) is an Investment Advisor Representative working at Savevest, LLC in Tucson, AZ and has over 9 years of experience in the finance industry.
Nicholas Prassas (CRD# 1852713) is an Investment Advisor Representative working at Prassas Capital, LLC in Tucson, AZ and has over 33 years of experience in the finance industry.
Eric Pudlo (CRD# 5644792) is an Investment Advisor Representative working at Edward Jones in Green Valley, AZ and has over 14 years of experience in the finance industry.