-
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
George Wehrfritz (CRD# 5737710) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Salinas, CA and has over 14 years of experience in the finance industry.
Anne Wight (CRD# 5312365) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 16 years of experience in the finance industry.
Richard Wilkins (CRD# 5760491) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 12 years of experience in the finance industry.
Michael Williams (CRD# 4740823) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monterey, CA and has over 19 years of experience in the finance industry. Michael Williams 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.
Michael Willis (CRD# 1699677) is an Investment Advisor Representative working at Lpl Financial LLC in Marina, CA and has over 29 years of experience in the finance industry.
Lannie Wright (CRD# 1101957) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Carmel Valley, CA and has over 40 years of experience in the finance industry.
William Yakobovich (CRD# 473907) is an Investment Advisor Representative working at Independent Financial Group, LLC in Carmel-By-The-Sea, CA and has over 30 years of experience in the finance industry.
Roland Zee (CRD# 5558957) is an Investment Advisor Representative working at Zrcor Inc. in Monterey, CA and has over 16 years of experience in the finance industry.
Nicandro Albert (CRD# 7069629) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has 1 year of experience in the finance industry.
Eriberto Alvarez (CRD# 5292829) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 4 years of experience in the finance industry.