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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
Ryan McCormick (CRD# 4658728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 20 years of experience in the finance industry.
Chris McCrary (CRD# 2294498) is an Investment Advisor Representative working at Wells Fargo Advisors in Los Gatos, CA and has over 31 years of experience in the finance industry.
James McEvoy (CRD# 1645362) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry.
Daniel McFarlane (CRD# 733655) is an Investment Advisor Representative working at Mcfarlane Investment Advisory Services Inc. in Monterey, CA and has over 42 years of experience in the finance industry.
June Perlas McGrew (CRD# 4720301) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Jean-marie McIntosh (CRD# 4725190) is an Investment Advisor Representative working at Personal Economic Planning, LLC in Interlaken, CA and has over 17 years of experience in the finance industry.
Jane McKenzie (CRD# 4010146) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Cruz, CA and has over 24 years of experience in the finance industry.
Morgane McNally (CRD# 6383146) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 7 years of experience in the finance industry.
Ryan Mende (CRD# 6353788) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 8 years of experience in the finance industry.
Catherine Mendelsohn (CRD# 5219010) is an Investment Advisor Representative working at Hawley Personal Finance in Monterey, CA and has over 13 years of experience in the finance industry. Catherine Mendelsohn 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.