-
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
Melanie Villeneuve (CRD# 4356585) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rancho Mirage, CA and has over 22 years of experience in the finance industry.
Theresa Ward (CRD# 1170940) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Mirage, CA and has over 40 years of experience in the finance industry.
John Wills (CRD# 6321945) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 5 years of experience in the finance industry.
William Wilson (CRD# 2867308) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Rancho Mirage, CA and has over 26 years of experience in the finance industry.
Patrick Anabu (CRD# 6851529) is an Investment Advisor Representative working at Planmember Securities Corporation in Rancho Mirage, CA and has over 5 years of experience in the finance industry.
Austin Beneteau (CRD# 6806187) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rancho Mirage, CA and has over 6 years of experience in the finance industry.
Cristian Garcia (CRD# 7765120) is an Investment Advisor Representative working at Edward Jones in Rancho Mirage, CA and has 1 year of experience in the finance industry.
Penny Houseman (CRD# 5760422) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 4 years of experience in the finance industry.
Virginia Nelson (CRD# 6716031) is an Investment Advisor Representative working at Edward Jones in Rancho Mirage, CA and has over 7 years of experience in the finance industry.
David Tsikman (CRD# 7419643) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 2 years of experience in the finance industry.