Scottsdale, AZ
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Updating Financial Advisors
Charles Gibbs Jr. is licensed as a financial advisor and is based out of Phoenix, AZ. Gibbs works for LPL Financial and has successfully completed Series 65,63,7,24 and SIE exams.
Nick Kolesar is a Managing Director and the Market Executive for Arizona at Bank of America Private Bank. Nick works closely with clients, advisors, and managers in the Scottsdale and... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Danny Cagley is licensed as a financial advisor and is based out of Scottsdale, AZ. Cagley works for Vanguard Advisors and has successfully completed Series 66 - Uniform Combined State... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning
Thomas Lofy is founder and CEO of Lofy Group Wealth Management and is based out of Phoenix, AZ. Lofy has successfully completed the Series 7, 24, 66, and SIE -... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
Dennis J Rogers is a financial advisor with United Planners' Financial Services Of America A Limited Partner, which primarily works with Individuals and High Net Worth Individuals. Dennis Rogers operates... show more
Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Erin Sweitzer is licensed as a financial advisor and is based out of Phoenix, AZ. Sweitzer works for Commonwealth Financial Network and has successfully completed the Series 4, 7, 24,... show more
David A Basinger is a financial advisor with Wells Fargo Advisors Financial Network, LLC, which primarily works with Individuals and High Net Worth Individuals. David Basinger operates out of Phoenix,... show more
Andrew Sosnowitz is licensed as a financial advisor and is based out of Scottsdale, AZ. Sosnowitz works for LPL Financial.
Specialties: Comprehensive Financial Planning‚ Retirement Planning
Steven Schlegel is licensed as a financial advisor and is based out of Phoenix, AZ. Schlegel works for Sagepoint Financial and has successfully completed Series 63,65,24,53,7 and SIE exams.
Vanessa Gutierrez is licensed as a financial advisor and is Regional Director at Royal Alliance Associates. Gutierrez has successfully completed the Series 7, 24, 53, 63, 66, and SIE -... show more
Specialties: Comprehensive Financial Planning
