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Distance Only Tucson, 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
Anthony Serino (CRD# 5156715) is an Investment Advisor Representative working at Lincoln Investment in Tucson, AZ and has over 16 years of experience in the finance industry.
Cole Service-Benzing (CRD# 6817423) is an Investment Advisor Representative working at Lpl Financial LLC in Tucson, AZ and has over 6 years of experience in the finance industry. Cole Service-Benzing 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.
Raymond Seward (CRD# 5308335) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Tucson, AZ and has over 16 years of experience in the finance industry.
Daniel Shader (CRD# 6741298) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tucson, AZ and has over 7 years of experience in the finance industry.
David Shepherd (CRD# 1988336) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 34 years of experience in the finance industry. David Shepherd 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.
David Shepherd (CRD# 4336383) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 22 years of experience in the finance industry. David Shepherd 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.
Britney Shockley (CRD# 5687841) is an Investment Advisor Representative working at Edward Jones in Tucson, AZ and has over 8 years of experience in the finance industry.
Duane Shumaker (CRD# 2744735) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Tucson, AZ and has over 28 years of experience in the finance industry. Duane Shumaker 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.
Sven Silberschlag (CRD# 4754549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucson, AZ and has over 20 years of experience in the finance industry.
Mark Silverman (CRD# 2333409) is an Investment Advisor Representative working at Silverman + Associates Wealth Management, LLC in Tucson, AZ and has over 23 years of experience in the finance industry. Mark Silverman 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 putclients' interests first and comply with the Financial Planning...