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Distance Only Oceanside, CA
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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
Mackenzie Goodrich (CRD# 7374226) is an Investment Advisor Representative working at Edward Jones in Oceanside, CA and has 1 year of experience in the finance industry.
Terrence Gustafson (CRD# 2187498) is an Investment Advisor Representative working at Gustafson Financial Solutions in Oceanside, CA and has over 32 years of experience in the finance industry. Terrence Gustafson 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.
Cody Jess (CRD# 7227233) is an Investment Advisor Representative working at Edward Jones in Oceanside, CA and has over 3 years of experience in the finance industry.
Sean Lowe (CRD# 6674804) is an Investment Advisor Representative working at Lpl Financial LLC in Oceanside, CA and has over 7 years of experience in the finance industry.
Elizabeth McGill (CRD# 7221213) is an Investment Advisor Representative working at Pilot Retirement Advisors in Oceanside, CA and has over 4 years of experience in the finance industry.
Fernando Mendez (CRD# 6954929) is an Investment Advisor Representative working at Edward Jones in Oceanside, CA and has over 5 years of experience in the finance industry.
Joel Quirino (CRD# 7008195) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oceanside, CA and has over 4 years of experience in the finance industry.
Brad Reinard (CRD# 7072468) is an Investment Advisor Representative working at Qtr Capital Management LLC in Oceanside, CA and has over 3 years of experience in the finance industry.
Robert Schulte (CRD# 7204999) is an Investment Advisor Representative working at Edward Jones in Oceanside, CA and has over 4 years of experience in the finance industry.
Benjamin Smith (CRD# 7475552) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oceanside, CA and has over 2 years of experience in the finance industry.