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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
David Rogina (CRD# 1051130) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Merced, CA and has over 39 years of experience in the finance industry.
Graciano Rubio (CRD# 6836972) is an Investment Advisor Representative working at Infinity Financial Planning in Gustine, CA and has over 6 years of experience in the finance industry. Graciano Rubio 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.
Nai Saelee (CRD# 5451536) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 9 years of experience in the finance industry.
Mark Seivert (CRD# 1046711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 28 years of experience in the finance industry. Mark Seivert 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.
Suzanne Smith (CRD# 2482548) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Merced, CA and has over 27 years of experience in the finance industry.
Sally Souza (CRD# 2843785) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 27 years of experience in the finance industry.
Robert Tyler (CRD# 1880653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Merced, CA and has over 15 years of experience in the finance industry.
David Vigil (CRD# 5265026) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Newman, CA and has over 17 years of experience in the finance industry. David Vigil 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.
David Wood (CRD# 3243230) is an Investment Advisor Representative working at Edward Jones in Merced, CA and has over 24 years of experience in the finance industry.
Daniel Zacharias (CRD# 2275384) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Merced, CA and has over 14 years of experience in the finance industry.