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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
Belinda Duran (CRD# 1950443) is an Investment Advisor Representative working at Western International Securities in Lodi, CA and has over 35 years of experience in the finance industry.
Aleksandr Dyo (CRD# 4660824) is an Investment Advisor Representative working at Smart Portfolio in Sacramento, CA and has over 20 years of experience in the finance industry.
Jeffrey Egli (CRD# 6892635) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
David Ehlert (CRD# 1181878) is an Investment Advisor Representative working at Arbor Family Wealth Advisors, Inc. in Lodi, CA and has over 27 years of experience in the finance industry.
Gregory Eissner (CRD# 2258534) is an Investment Advisor Representative working at Commonwealth Financial Network in Brentwood, CA and has over 31 years of experience in the finance industry. Gregory Eissner 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.
Michael Elias (CRD# 1522834) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Brentwood, CA and has over 25 years of experience in the finance industry.
Todd Elizalde (CRD# 4915602) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 19 years of experience in the finance industry.
Justin Elliott (CRD# 4577318) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sacramento, CA and has over 21 years of experience in the finance industry.
Taylor Elliott (CRD# 6501374) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 8 years of experience in the finance industry.
Lisa Engstrom (CRD# 1216599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sacramento, CA and has over 29 years of experience in the finance industry.