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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
Jacob Misialek (CRD# 6276169) is an Investment Advisor Representative working at Ally Invest Advisors in Queen Creek, AZ and has over 7 years of experience in the finance industry.
Jeffrey Mitchel (CRD# 5346925) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Queen Creek, AZ and has over 16 years of experience in the finance industry.
Bill Monaccio (CRD# 6262986) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Queen Creek, AZ and has over 10 years of experience in the finance industry.
Trent Montague (CRD# 2998013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 26 years of experience in the finance industry.
Jerry Morgan (CRD# 1016207) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Gold Canyon, AZ and has over 29 years of experience in the finance industry.
Joseph Morris (CRD# 4797309) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gilbert, AZ and has over 19 years of experience in the finance industry.
Crystal Muldowney (CRD# 4683247) is an Investment Advisor Representative working at Edward Jones in San Tan Valley, AZ and has over 20 years of experience in the finance industry.
Luke Murray (CRD# 6368689) is an Investment Advisor Representative working at Edward Jones in Gilbert, AZ and has over 9 years of experience in the finance industry.
Eric Myre (CRD# 5113041) is an Investment Advisor Representative working at Lpl Financial LLC in Queen Creek, AZ and has over 16 years of experience in the finance industry.
William Newman (CRD# 5730023) is an Investment Advisor Representative working at Newman's Financial Planning in Queen Creek, AZ and has 7 years of experience in the finance industry.
We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.