-
Distance Only Mesa, AZ
-
COMPENSATION Either
-
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
Daniel Kosisky (CRD# 1351721) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mesa, AZ and has over 39 years of experience in the finance industry.
Ian Krekelberg (CRD# 5928621) is an Investment Advisor Representative working at Pure Financial LLC in Mesa, AZ and has over 13 years of experience in the finance industry. Ian Krekelberg 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.
Darrell Kulow (CRD# 6087758) is an Investment Advisor Representative working at Pfg Advisors in Phoenix, AZ and has over 11 years of experience in the finance industry.
Vince Lagatta (CRD# 3098611) is an Investment Advisor Representative working at Pnc Investments in Mesa, AZ and has over 25 years of experience in the finance industry.
William Lyall (CRD# 6826263) is an Investment Advisor Representative working at Public Safety Financial/galloway in Mesa, AZ and has over 7 years of experience in the finance industry.
Stacey Marz (CRD# 4252188) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mesa, AZ and has over 22 years of experience in the finance industry.
Jay Massow (CRD# 2216192) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mesa, AZ and has over 32 years of experience in the finance industry. Jay Massow 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.
Christopher Mc Crossan (CRD# 1657398) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mesa, AZ and has over 36 years of experience in the finance industry.
David McBride (CRD# 1344689) is an Investment Advisor Representative working at Mcbride Financial Services, Inc. in Mesa, AZ and has over 39 years of experience in the finance industry. David McBride 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.
Margaret McCoy (CRD# 5722144) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mesa, AZ and has over 14 years of experience in the finance industry.