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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
Jeffrey Hertig (CRD# 7501060) is an Investment Advisor Representative working at Edward Jones in Sun City West, AZ and has 1 year of experience in the finance industry.
Jeremy Kromer (CRD# 7380582) is an Investment Advisor Representative working at Rk Retirement Solutions LLC in Sun City West, AZ and has over 2 years of experience in the finance industry.
Melissa Latifi (CRD# 6302523) is an Investment Advisor Representative working at Berger Financial Group in Sun City West, AZ and has 1 year of experience in the finance industry.
Robert Sullivan (CRD# 6836560) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sun City West, AZ and has over 6 years of experience in the finance industry.
Karla Thalman (CRD# 6781565) is an Investment Advisor Representative working at Edward Jones in Sun City West, AZ and has over 2 years of experience in the finance industry.
David Schiller (CRD# 2794155) is an Investment Advisor Representative working at Aegis Wealth Partners, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry. David Schiller 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 Abbate (CRD# 4091287) is an Investment Advisor Representative working at Atlas Lifestyle Planning Group LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Michael Abbate 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.
Jerry Abbitt (CRD# 5338348) is an Investment Advisor Representative working at Primerica Advisors in Scottsdale, AZ and has over 16 years of experience in the finance industry.
William Abram (CRD# 6741281) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.