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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
Nathan Ankney (CRD# 2444651) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 22 years of experience in the finance industry.
James Apgar (CRD# 5830641) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Roseville, CA and has over 12 years of experience in the finance industry.
Daniel Apple (CRD# 1285182) is an Investment Advisor Representative working at Apple & Associates in Grass Valley, CA and has over 37 years of experience in the finance industry. Daniel Apple 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.
Ashley Archer (CRD# 6335318) is an Investment Advisor Representative working at Morgan Stanley in Roseville, CA and has over 9 years of experience in the finance industry.
Dino Arena (CRD# 2331352) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocklin, CA and has over 23 years of experience in the finance industry.
Jonathan Aring (CRD# 2442523) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 30 years of experience in the finance industry.
Chase Armer (CRD# 4134404) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 22 years of experience in the finance industry. Chase Armer 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.
Jason Arnold (CRD# 4469863) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 22 years of experience in the finance industry.
John Arrasmith (CRD# 6959028) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roseville, CA and has over 5 years of experience in the finance industry.
Michael Arthurs (CRD# 4558449) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Folsom, CA and has over 9 years of experience in the finance industry.