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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
Bryan Nelson (CRD# 4829331) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Turlock, CA and has over 19 years of experience in the finance industry.
Thuy Nguyen (CRD# 4858607) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Modesto, CA and has over 14 years of experience in the finance industry.
John Nieradzik (CRD# 4772139) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 20 years of experience in the finance industry. John Nieradzik 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.
Thomas Oliveira (CRD# 2753899) is an Investment Advisor Representative working at Oliveira Wealth in Modesto, CA and has over 27 years of experience in the finance industry.
Thad Ortez (CRD# 4214434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 23 years of experience in the finance industry. Thad Ortez 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.
Anant Patel (CRD# 5613647) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
Steven Pinedo (CRD# 4588673) is an Investment Advisor Representative working at Pinedo Financial Services in Modesto, CA and has over 20 years of experience in the finance industry. Steven Pinedo 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.
Robert Powell (CRD# 5960161) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 12 years of experience in the finance industry. Robert Powell 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.
James Rachels (CRD# 6089318) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manteca, CA and has over 11 years of experience in the finance industry.
Eugene Redding (CRD# 2827793) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manteca, CA and has over 27 years of experience in the finance industry.