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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
Thomas North (CRD# 723949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 43 years of experience in the finance industry.
Thomas Ogden (CRD# 7476079) is an Investment Advisor Representative working at Ogden, Thomas in Monterey, CA and has over 2 years of experience in the finance industry.
Kay Oh (CRD# 6268701) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.
Armando Perez Jacinto (CRD# 7796309) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has 1 year of experience in the finance industry.
Davyere Reed (CRD# 7392888) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has 1 year of experience in the finance industry.
Walter Retzlaff (CRD# 7699974) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has 1 year of experience in the finance industry.
Gregory Rutherford (CRD# 2459249) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 29 years of experience in the finance industry. Gregory Rutherford 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.
Matthew Salyer (CRD# 7587459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has 1 year of experience in the finance industry.
Jackson Sendell (CRD# 7841739) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has 1 year of experience in the finance industry.
Jared Simmons (CRD# 7725670) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has 1 year of experience in the finance industry.