-
Distance Only Livermore, CA
-
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
Natalie Leininger (CRD# 1429734) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Livermore, CA and has over 30 years of experience in the finance industry. Natalie Leininger 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.
Frank Lizotte (CRD# 6330498) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Livermore, CA and has over 9 years of experience in the finance industry.
Jeffery McKannay (CRD# 1558453) is an Investment Advisor Representative working at Lpl Financial LLC in Livermore, CA and has over 33 years of experience in the finance industry.
Elizabeth Mihalka (CRD# 4986247) is an Investment Advisor Representative working at Altamont Wealth Management, Inc. in Livermore, CA and has 1 year of experience in the finance industry.
Gregory Orrell (CRD# 1190768) is an Investment Advisor Representative working at Orrell Capital Management in Livermore, CA and has over 40 years of experience in the finance industry.
Micheal Penland (CRD# 5618805) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Livermore, CA and has over 14 years of experience in the finance industry.
Eric Razzi (CRD# 5774201) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Livermore, CA and has over 13 years of experience in the finance industry.
Jacob Reid (CRD# 3145574) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Livermore, CA and has over 21 years of experience in the finance industry.
Craig Rochin (CRD# 2557449) is an Investment Advisor Representative working at Lpl Financial LLC in Livermore, CA and has over 29 years of experience in the finance industry.
Betty Simone (CRD# 3015688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Livermore, CA and has over 5 years of experience in the finance industry.