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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
Yunsun Rhee (CRD# 2817932) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakdale, CA and has over 26 years of experience in the finance industry.
Julia Ridgway (CRD# 6208056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 10 years of experience in the finance industry.
Tommy Roy (CRD# 5694546) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 5 years of experience in the finance industry.
Timothy Ryan (CRD# 2379665) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Modesto, CA and has over 30 years of experience in the finance industry.
Alana Scott (CRD# 5462969) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Modesto, CA and has over 16 years of experience in the finance industry.
Dezaree Seeds (CRD# 5978580) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 11 years of experience in the finance industry. Dezaree Seeds 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.
Nicole Seghetti, CFP® (CRD# 4782867) is CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative. She is the founder of Luminary Financial Planning in Modesto, CA, a fee-only boutique firm serving savvy women and their families. We help unburden you by simplifying the financial planning process. Ultimately, our success lies in your financial peace of mind. Nicole has over a dozen years of experience in the finance industry. She is interested in seeing how she can help you plan for -- and achieve -- your desired future.
Spencer Seidler (CRD# 5727069) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 14 years of experience in the finance industry.
Ryan Settle (CRD# 4845945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manteca, CA and has over 19 years of experience in the finance industry.
Craig Silcox (CRD# 2808136) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 26 years of experience in the finance industry.