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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
Aaron McKell (CRD# 6407126) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fresno, CA and has over 9 years of experience in the finance industry.
Wilbert McZeal (CRD# 873069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fresno, CA and has over 31 years of experience in the finance industry. Wilbert McZeal 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.
Manuel Mendonca (CRD# 2749217) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 28 years of experience in the finance industry.
Patricia Merlo (CRD# 2968690) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresno, CA and has over 25 years of experience in the finance industry.
Bassim Michael (CRD# 5393411) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Fresno, CA and has over 16 years of experience in the finance industry.
Dwayne Michael (CRD# 861108) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 40 years of experience in the finance industry. Dwayne Michael 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.
Patrick Milutinovich (CRD# 2734382) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 28 years of experience in the finance industry.
Tina Mistry (CRD# 5520596) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 15 years of experience in the finance industry. Tina Mistry 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.
Marty Mitts (CRD# 2041879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 29 years of experience in the finance industry.
Ryan Moll (CRD# 3168679) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 25 years of experience in the finance industry.