-
Distance Only Surprise, 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
David Monheit (CRD# 4586091) is an Investment Advisor Representative working at Avantax Advisory Services in Surprise, AZ and has over 21 years of experience in the finance industry.
Leigh Muller (CRD# 3129743) is an Investment Advisor Representative working at Lpl Financial LLC in Surprise, AZ and has over 25 years of experience in the finance industry.
Joe Myers (CRD# 1867342) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Surprise, AZ and has over 35 years of experience in the finance industry.
Ricky Resetar (CRD# 4907716) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Surprise, AZ and has over 19 years of experience in the finance industry.
Steven Schulman (CRD# 4496629) is an Investment Advisor Representative working at Money Concepts Advisory Service in Surprise, AZ and has over 22 years of experience in the finance industry.
Thomas Seros (CRD# 5365881) is an Investment Advisor Representative working at Edward Jones in Surprise, AZ and has over 16 years of experience in the finance industry.
Enwiya Toma (CRD# 6113503) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Surprise, AZ and has over 11 years of experience in the finance industry.
Stewart Willis (CRD# 6882057) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Surprise, AZ and has over 6 years of experience in the finance industry.
Joel Zerbe (CRD# 6272599) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 10 years of experience in the finance industry.