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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
Jason Slingerlend (CRD# 4272032) is an Investment Advisor Representative working at Nzs Capital LLC in Carmel, CA and has 1 year of experience in the finance industry.
Justin Smith (CRD# 7804126) is an Investment Advisor Representative working at Plan B Investments, Inc. in Carmel Valley, CA and has 1 year of experience in the finance industry.
Nathan Steen (CRD# 4825706) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 19 years of experience in the finance industry.
Eric Tallon (CRD# 4851171) 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.
Caylie Taylor (CRD# 7336874) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 2 years of experience in the finance industry.
Jacob Torres (CRD# 7360128) is an Investment Advisor Representative working at Morgan Stanley in Monterey, CA and has over 2 years of experience in the finance industry.
Ryan Travaille (CRD# 5266452) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Seaside, CA and has over 17 years of experience in the finance industry.
Philip Tringali (CRD# 5368246) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 16 years of experience in the finance industry.
Katherine Woolever (CRD# 7222347) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 4 years of experience in the finance industry.
Yu Ye (CRD# 7045004) is an Investment Advisor Representative working at Lpl Financial LLC in Salinas, CA and has over 4 years of experience in the finance industry.