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Distance Only Oro Valley, AZ
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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
Catherine Thomas (CRD# 4530946) is an Investment Advisor Representative working at Ce Thomas Asset Management in Oro Valley, AZ and has over 22 years of experience in the finance industry.
David Vogelson (CRD# 2156099) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oro Valley, AZ and has over 32 years of experience in the finance industry.
Mark-christopher Weiss (CRD# 5455942) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has over 10 years of experience in the finance industry.
Wendy Wise (CRD# 5790321) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oro Valley, AZ and has over 13 years of experience in the finance industry.
Frank Youdelman (CRD# 2020910) is an Investment Advisor Representative working at Mml Investors Services, LLC in Oro Valley, AZ and has over 34 years of experience in the finance industry.
Tyler Bennett (CRD# 7165822) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oro Valley, AZ and has over 3 years of experience in the finance industry.
Rachel Covey (CRD# 7223268) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Oro Valley, AZ and has over 3 years of experience in the finance industry.
Conner Kleinsasser (CRD# 7302675) is an Investment Advisor Representative working at Ridge Capital Advisors, LLC in Oro Valley, AZ and has over 3 years of experience in the finance industry.
Thomas McConnell (CRD# 7369533) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has 1 year of experience in the finance industry.
Katharine Pierce (CRD# 7662804) is an Investment Advisor Representative working at Edward Jones in Oro Valley, AZ and has 1 year of experience in the finance industry.