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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
Kristen Marinovic (CRD# 1473689) is an Investment Advisor Representative working at Equinox Wealth Management in Santa Cruz, CA and has over 28 years of experience in the finance industry.
Joseph Martello (CRD# 1715045) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 36 years of experience in the finance industry.
Robert Mason (CRD# 4873777) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Cruz, CA and has over 16 years of experience in the finance industry.
Jane Massie (CRD# 2948080) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Cruz, CA and has over 26 years of experience in the finance industry.
Daniel May (CRD# 2178711) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Morgan Hill, CA and has over 32 years of experience in the finance industry.
Raymond Mayer (CRD# 2346406) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 30 years of experience in the finance industry.
Christine McBroom (CRD# 5555399) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Capitola, CA and has over 15 years of experience in the finance industry.
Michael McCloud (CRD# 2873809) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 27 years of experience in the finance industry.
Bryan McCollam (CRD# 1873091) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 35 years of experience in the finance industry.
Matthew McConnell (CRD# 2804831) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 27 years of experience in the finance industry.