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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
Eric Pailing (CRD# 5042829) is an Investment Advisor Representative working at Edelman Financial Engines in Fresno, CA and has over 18 years of experience in the finance industry.
Anthony Palermo (CRD# 1922786) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 33 years of experience in the finance industry.
Kevin Patterson (CRD# 4759819) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 20 years of experience in the finance industry.
Luka Pavlina (CRD# 4945465) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Kingsburg, CA and has over 17 years of experience in the finance industry. Luka Pavlina 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.
Jose Paz (CRD# 4807643) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fresno, CA and has over 19 years of experience in the finance industry.
Shaun Pedroncelli (CRD# 5463482) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Visalia, CA and has over 12 years of experience in the finance industry.
Ian Perales (CRD# 5830676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clovis, CA and has over 13 years of experience in the finance industry.
Jarrett Perez (CRD# 4654418) is an Investment Advisor Representative working at D.a. Davidson & Company in Fresno, CA and has over 20 years of experience in the finance industry.
Matthew Petersen (CRD# 2892496) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 24 years of experience in the finance industry.
Monica Peterson (CRD# 4197872) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Visalia, CA and has over 23 years of experience in the finance industry.