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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
Zaki Dajani (CRD# 7635705) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Megan Duarte (CRD# 5440820) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 5 years of experience in the finance industry.
Elise Elliott (CRD# 7219874) is an Investment Advisor Representative working at Edward Jones in Grover Beach, CA and has over 4 years of experience in the finance industry.
Steven Felton (CRD# 7196639) is an Investment Advisor Representative working at Edward Jones in Nipomo, CA and has over 4 years of experience in the finance industry.
Jesus Fernandez (CRD# 7679209) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Jessica Fink (CRD# 7649879) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Juan Forcado (CRD# 7495709) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 2 years of experience in the finance industry.
Joshua Fowler (CRD# 7487823) is an Investment Advisor Representative working at Lpl Financial LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Gregory Giauque (CRD# 2988413) is an Investment Advisor Representative working at Sfe Investment Counsel Inc. in San Luis Obispo, CA and has over 26 years of experience in the finance industry.
Elisa Gomez (CRD# 6771374) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arroyo Grande, CA and has over 6 years of experience in the finance industry.