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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
Daniel Hoefferle (CRD# 5488014) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tucson, AZ and has over 13 years of experience in the finance industry. Daniel Hoefferle 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.
William Holliday (CRD# 4930333) is an Investment Advisor Representative working at Aio Financial, LLC in Tucson, AZ and has over 19 years of experience in the finance industry. William Holliday 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.
Stephen Horvath (CRD# 1946774) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tucson, AZ and has over 33 years of experience in the finance industry.
Cody Hybiak (CRD# 6926372) is an Investment Advisor Representative working at Sem Wealth Management in Tucson, AZ and has over 6 years of experience in the finance industry.
Jeffrey Hybiak (CRD# 4413785) is an Investment Advisor Representative working at Sem Wealth Management in Tucson, AZ and has over 24 years of experience in the finance industry.
David Ifflander (CRD# 5669070) is an Investment Advisor Representative working at First Command Advisory Services in Tucson, AZ and has over 14 years of experience in the finance industry.
Bruce Irby (CRD# 848585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tucson, AZ and has over 31 years of experience in the finance industry.
Mary Jensen (CRD# 4790406) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Tucson, AZ and has over 19 years of experience in the finance industry.
Constance Johnson (CRD# 1324461) is an Investment Advisor Representative working at Edward Jones in Tucson, AZ and has over 28 years of experience in the finance industry.
Rebecca Johnson (CRD# 1372717) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tucson, AZ and has over 38 years of experience in the finance industry.