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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
James Bassett (CRD# 4751789) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sedona, AZ and has over 20 years of experience in the finance industry.
Arthur Bertolina (CRD# 20406) is an Investment Advisor Representative working at Lpl Financial LLC in Sedona, AZ and has over 33 years of experience in the finance industry.
Kevin Brackin (CRD# 2747263) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sedona, AZ and has over 19 years of experience in the finance industry.
Matthew Fitzgerald (CRD# 6656184) is an Investment Advisor Representative working at Edward Jones in Sedona, AZ and has over 7 years of experience in the finance industry.
Paul Majane (CRD# 1752250) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Sedona, AZ and has over 36 years of experience in the finance industry.
Mary Millar (CRD# 5650655) is an Investment Advisor Representative working at Edward Jones in Sedona, AZ and has over 14 years of experience in the finance industry. Mary Millar 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 Pease (CRD# 359011) is an Investment Advisor Representative working at Carnegie Investment Counsel in Sedona, AZ and has over 39 years of experience in the finance industry.
Steven Siegel (CRD# 3150543) is an Investment Advisor Representative working at Steven P. Siegel, Ltd. in Sedona, AZ and has over 25 years of experience in the finance industry.
Paul Skaggs (CRD# 4026719) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sedona, AZ and has over 24 years of experience in the finance industry.
Paul Tibbs (CRD# 6413886) is an Investment Advisor Representative working at Edward Jones in Sedona, AZ and has over 9 years of experience in the finance industry.