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Distance Only Phoenix, 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
Neil Cohen (CRD# 2694815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenix, AZ and has over 28 years of experience in the finance industry.
Milton Cohn (CRD# 840000) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Phoenix, AZ and has over 41 years of experience in the finance industry.
Chandler Cole (CRD# 6896995) is an Investment Advisor Representative working at Lpl Financial LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.
Steven Collins (CRD# 1587182) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Phoenix, AZ and has over 37 years of experience in the finance industry. Steven Collins 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.
Derek Colton (CRD# 7046164) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.
Alvin Concholar (CRD# 2861604) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 27 years of experience in the finance industry.
Matthew Connell (CRD# 3183511) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Fountain Hills, AZ and has over 25 years of experience in the finance industry. Matthew Connell 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.
Thomas Connelly (CRD# 1487206) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 38 years of experience in the finance industry. Thomas Connelly 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.
Jessica Conner (CRD# 6868284) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.
Sarah Connolly (CRD# 4097736) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.