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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
Natasha Palmatier (CRD# 5802665) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carefree, AZ and has over 11 years of experience in the finance industry. Natasha Palmatier 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.
Amy Pongratz (CRD# 2412290) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carefree, AZ and has over 29 years of experience in the finance industry.
Mary Riley (CRD# 3198930) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carefree, AZ and has over 25 years of experience in the finance industry.
Thomas Shanley (CRD# 2127985) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Carefree, AZ and has over 17 years of experience in the finance industry.
Jeffrey Snell (CRD# 1790083) is an Investment Advisor Representative working at Jr Snell Capital Management, LLC in Carefree, AZ and has over 36 years of experience in the finance industry.
Michael Szabados (CRD# 6265465) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carefree, AZ and has over 10 years of experience in the finance industry.
Randall Vincent (CRD# 454880) is an Investment Advisor Representative working at Stonebrook Capital Management, Inc. in Carefree, AZ and has over 43 years of experience in the finance industry.
Roger Weller (CRD# 2315028) is an Investment Advisor Representative working at Jr Snell Capital Management, LLC in Carefree, AZ and has over 24 years of experience in the finance industry.
Nashwan Bahoura (CRD# 5129171) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carefree, AZ and has over 10 years of experience in the finance industry.
Nicole Rimsza (CRD# 7147214) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carefree, AZ and has over 4 years of experience in the finance industry.