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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
Stephen Vallender (CRD# 4667608) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Prescott Valley, AZ and has over 20 years of experience in the finance industry. Stephen Vallender 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.
Dawna Westberg-Welch (CRD# 5730451) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Sedona, AZ and has over 14 years of experience in the finance industry.
Trevor Wilde (CRD# 4238789) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sedona, AZ and has over 23 years of experience in the finance industry.
Donna Wiseman (CRD# 6175189) is an Investment Advisor Representative working at Edward Jones in Sedona, AZ and has over 10 years of experience in the finance industry.
Melanie Avritt (CRD# 7486461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Prescott Valley, AZ and has 1 year of experience in the finance industry.
Maegan Bauman (CRD# 6120106) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Prescott Valley, AZ and has 1 year of experience in the finance industry.
Kimber Bettino (CRD# 3242819) is an Investment Advisor Representative working at Edward Jones in Prescott Valley, AZ and has over 24 years of experience in the finance industry.
Adam Deringer (CRD# 7888388) is an Investment Advisor Representative working at Lpl Financial LLC in Sedona, AZ and has 1 year of experience in the finance industry.
Michael Ebenhoch (CRD# 2426305) is an Investment Advisor Representative working at Pnc Investments in Dewey, AZ and has over 30 years of experience in the finance industry.
Christopher Einwalter (CRD# 4828416) is an Investment Advisor Representative working at Edward Jones in Prescott Valley, AZ and has over 19 years of experience in the finance industry.