-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kimberly Rico (CRD# 4343984) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Ronald Riggan (CRD# 5029688) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa, CA and has over 18 years of experience in the finance industry.
Marco Rivera (CRD# 4474237) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 22 years of experience in the finance industry.
Kenneth Roberts (CRD# 1392866) is an Investment Advisor Representative working at Financial Pathways in Sebastopol, CA and has over 31 years of experience in the finance industry. Kenneth Roberts 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.
Oscar Robles (CRD# 5460977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 16 years of experience in the finance industry.
Charles Root (CRD# 403716) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry. Charles Root 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.
Daniel Rosaschi (CRD# 5338760) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 17 years of experience in the finance industry.
Jane Scarbrough (CRD# 869077) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 39 years of experience in the finance industry. Jane Scarbrough 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.
Mathew Schweifler (CRD# 2229762) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Santa Rosa, CA and has over 32 years of experience in the finance industry.
Nicholas Schweigert (CRD# 7059858) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 5 years of experience in the finance industry.