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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
Cindy Kleinkopf (CRD# 6249779) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carmel, CA and has over 10 years of experience in the finance industry.
Larissa Lea (CRD# 6548854) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has 1 year of experience in the finance industry.
Fernando Lopez (CRD# 6377717) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Watsonville, CA and has over 9 years of experience in the finance industry.
Juan Maranon (CRD# 6899093) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salinas, CA and has over 6 years of experience in the finance industry.
Luke Maura (CRD# 4941532) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has 1 year of experience in the finance industry.
Eduardo Munoz Perez (CRD# 7667709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Watsonville, CA and has 1 year of experience in the finance industry.
Elizabeth Murillo (CRD# 4854656) is an Investment Advisor Representative working at Edward Jones in Salinas, CA and has over 2 years of experience in the finance industry.
Andrew Nelson (CRD# 7297888) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has over 3 years of experience in the finance industry. Andrew Nelson 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.
Brian Nervino (CRD# 6365569) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 8 years of experience in the finance industry.
John Noel (CRD# 7393961) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carmel Valley, CA and has over 3 years of experience in the finance industry.