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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
Martin Battock (CRD# 736883) is an Investment Advisor Representative working at Mml Investors Services, LLC in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Annette Bau (CRD# 1895794) is an Investment Advisor Representative working at Estate & Retirement Strategies LLC in Tempe, AZ and has over 34 years of experience in the finance industry. Annette Bau 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.
Jill Baumes (CRD# 5323816) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 12 years of experience in the finance industry.
Julia Beatty (CRD# 4884302) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Julia Beatty 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.
Jackson Beck (CRD# 6470399) is an Investment Advisor Representative working at Taurum Retirement Partners, LLC in Mesa, AZ and has over 7 years of experience in the finance industry. Jackson Beck 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.
Christina Becker (CRD# 2608554) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 28 years of experience in the finance industry.
Richard Beckley (CRD# 1746831) is an Investment Advisor Representative working at Park Avenue Securities LLC in Phoenix, AZ and has over 27 years of experience in the finance industry. Richard Beckley 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.
Steven Beinfest (CRD# 5233962) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Elizabeth Belisle (CRD# 2571367) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Mesa, AZ and has over 29 years of experience in the finance industry. Elizabeth Belisle 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.
True wealth is about more than money. It is about achieving life.
To that point, Tony and his Team believe strongly that it is their obligation to be accountable to and transparent with their clients and to place their best interests ahead of his own.
From stocks, bonds and socially responsible investing to business sales, Tony does and will do whatever it takes to help you realize your goals.
Tony graduated from Arizona State University in Tempe Arizona with a Bachelors of Science in Business and Communications. He returned to Scottsdale Arizona after having worked and studied at the Massachusetts...