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Distance Only Peoria, AZ
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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
Steven Thomas (CRD# 6016643) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Peoria, AZ and has over 12 years of experience in the finance industry.
Andrew Tuell (CRD# 5337271) is an Investment Advisor Representative working at Lpl Financial LLC in Peoria, AZ and has over 16 years of experience in the finance industry.
Michael Ulrich (CRD# 3276494) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, AZ and has over 24 years of experience in the finance industry.
Marcin Urbanowicz (CRD# 4942582) is an Investment Advisor Representative working at Lpl Financial LLC in Peoria, AZ and has over 18 years of experience in the finance industry. Marcin Urbanowicz 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.
James Vallery (CRD# 4123058) is an Investment Advisor Representative working at Morgan Stanley in Peoria, AZ and has over 24 years of experience in the finance industry. James Vallery 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.
Jacqueline Villa (CRD# 4290342) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Peoria, AZ and has over 17 years of experience in the finance industry.
James Willis (CRD# 4573862) is an Investment Advisor Representative working at Beacon Bay Asset Management LLC in Peoria, AZ and has over 21 years of experience in the finance industry.
Roger Wood (CRD# 472097) is an Investment Advisor Representative working at Commonwealth Financial Network in Peoria, AZ and has over 41 years of experience in the finance industry.
Brett Woods (CRD# 4677423) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, AZ and has over 19 years of experience in the finance industry.
Joseph Woods (CRD# 2253158) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Peoria, AZ and has over 31 years of experience in the finance industry.