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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
Christiaan Cuevas-Andrews (CRD# 2969617) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 25 years of experience in the finance industry.
Kevin Cunningham (CRD# 5140143) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tempe, AZ and has over 17 years of experience in the finance industry.
John Curtis (CRD# 6278495) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 10 years of experience in the finance industry.
Micheline Dagher (CRD# 6521770) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 8 years of experience in the finance industry.
Jared Dahline (CRD# 6443753) is an Investment Advisor Representative working at Edward Jones in Queen Creek, AZ and has over 8 years of experience in the finance industry.
Spencer Daines (CRD# 6381313) is an Investment Advisor Representative working at Edward Jones in Mesa, AZ and has over 9 years of experience in the finance industry.
Howard Dal Monte (CRD# 5074419) is an Investment Advisor Representative working at Clarity Wealth Management, LLC in Mesa, AZ and has over 18 years of experience in the finance industry.
Rachelle Dal Monte (CRD# 5451071) is an Investment Advisor Representative working at Clarity Wealth Management, LLC in Mesa, AZ and has over 16 years of experience in the finance industry.
Jared Daniel (CRD# 4630493) is an Investment Advisor Representative working at Wealth Guardian Advisory, Pllc in Gilbert, AZ and has over 21 years of experience in the finance industry. Jared Daniel 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.
Lonnie Davis (CRD# 6262982) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mesa, AZ and has over 10 years of experience in the finance industry.