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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
Anant Patel (CRD# 5613647) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 15 years of experience in the finance industry.
Ruchi Patel (CRD# 6511982) is an Investment Advisor Representative working at Alliancebernstein LP in Stockton, CA and has over 8 years of experience in the finance industry.
Geoffrey Peterson (CRD# 2637687) is an Investment Advisor Representative working at Rsg Financial Group Inc. in Stockton, CA and has over 28 years of experience in the finance industry.
John Peterson (CRD# 6386256) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 9 years of experience in the finance industry.
Mike Phan (CRD# 6901566) is an Investment Advisor Representative working at Edward Jones in Tracy, CA and has over 6 years of experience in the finance industry.
Steven Pinedo (CRD# 4588673) is an Investment Advisor Representative working at Pinedo Financial Services in Modesto, CA and has over 20 years of experience in the finance industry. Steven Pinedo 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.
Robert Powell (CRD# 5960161) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Modesto, CA and has over 12 years of experience in the finance industry. Robert Powell 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.
Andrew Preikschat (CRD# 4119644) is an Investment Advisor Representative working at Edgebrook Investments, LLC in Ceres, CA and has 1 year of experience in the finance industry.
Francesco Quacinella (CRD# 1235195) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 40 years of experience in the finance industry.
James Rachels (CRD# 6089318) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manteca, CA and has over 11 years of experience in the finance industry.