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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
Dwayne Michael (CRD# 861108) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 40 years of experience in the finance industry. Dwayne Michael 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.
Emlen Miles-Mattingly (CRD# 5025097) is an Investment Advisor Representative working at Gen Next Wealth, Inc. in Madera, CA and has over 18 years of experience in the finance industry.
Tina Mistry (CRD# 5520596) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 15 years of experience in the finance industry. Tina Mistry 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.
Benjamin Monreal (CRD# 2010473) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 34 years of experience in the finance industry.
Clinton Moore (CRD# 1685445) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Merced, CA and has over 36 years of experience in the finance industry.
Edward Nicolls (CRD# 4036950) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fresno, CA and has over 24 years of experience in the finance industry.
John Nilmeier (CRD# 4868549) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fresno, CA and has over 19 years of experience in the finance industry. John Nilmeier 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.
Richard Nilmeier (CRD# 348295) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fresno, CA and has 1 year of experience in the finance industry.
Robert Ohanian (CRD# 1024834) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 42 years of experience in the finance industry.
John Orito (CRD# 2008254) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fresno, CA and has over 33 years of experience in the finance industry.