![Ebonee Sifuentes, financial advisor Peoria AZ](/img/ws/profile-blank-sq.png)
Ebonee Sifuentes (CRD# 5740260) is an Investment Advisor Representative working at Edward Jones in Peoria, AZ and has over 12 years of experience in the finance industry.
![David Schiller, financial advisor Peoria AZ](/img/ws/profile-blank-sq.png)
CRD# 2794155
Aegis Wealth Partners, LLC
![Dustin Suttle, financial advisor Peoria AZ](/img/ws/profile-blank-sq.png)
CRD# 4607086
Origin Investment Advisory LLC
![Michael Abbate, financial advisor Peoria AZ](/img/ws/profile-blank-sq.png)
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Mar 2022 - Current | 2 |
Massachusetts Mutual Life Insurance Co | Springfield, MA | Feb 2017 - Mar 2022 | 5 |
Mml Investors Services LLC | Springfield, MA | Feb 2017 - Mar 2022 | 5 |
Sagepoint Financial | Phoenix, AZ | Jun 2011 - Feb 2017 | 5 |
Woodbury Financial Services | Oakdale, MN | Jun 2011 - Feb 2017 | 5 |
Fsc Securities Corp | Atlanta, GA | Jun 2011 - Feb 2017 | 5 |
Royal Alliance Associates | New York, NY | Jun 2011 - Feb 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2012 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- AZ
- MO
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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