-
Distance Only Pleasant Hill, CA
-
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
Dominick Giordano (CRD# 6164021) is an Investment Advisor Representative working at First Trust Advisors LP in Pleasant Hill, CA and has over 8 years of experience in the finance industry.
Gregory Gorski (CRD# 5251327) is an Investment Advisor Representative working at Owl And Ore Wealth Planning in Pleasant Hill, CA and has over 17 years of experience in the finance industry. Gregory Gorski 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.
Clinton Greene (CRD# 2937592) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pleasant Hill, CA and has over 21 years of experience in the finance industry.
Gerald Guintu (CRD# 4173908) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry. Gerald Guintu 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.
Jill Guintu (CRD# 2590790) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 29 years of experience in the finance industry. Jill Guintu 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.
Mary Hanson (CRD# 4641891) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pleasant Hill, CA and has over 20 years of experience in the finance industry.
John Hohman (CRD# 2748600) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pleasant Hill, CA and has over 27 years of experience in the finance industry.
Joyce Howell (CRD# 262498) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasant Hill, CA and has over 32 years of experience in the finance industry.
Michael Killeen (CRD# 2048680) is an Investment Advisor Representative working at Burr Financial Services, LLC in Pleasant Hill, CA and has over 33 years of experience in the finance industry.
Richard Klotz (CRD# 2036407) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pleasant Hill, CA and has over 33 years of experience in the finance industry.