-
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
Alfred Ruiz (CRD# 1485166) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tracy, CA and has over 30 years of experience in the finance industry.
Steve Ruiz (CRD# 1644513) is an Investment Advisor Representative working at Planmember Securities Corporation in Stockton, CA and has 1 year of experience in the finance industry.
Patrick Ryan (CRD# 5910332) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stockton, CA and has over 13 years of experience in the finance industry.
Timothy Ryan (CRD# 2379665) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Modesto, CA and has over 30 years of experience in the finance industry.
Kevin Schneider (CRD# 860086) is an Investment Advisor Representative working at Bfc Planning, Inc. in Stockton, CA and has over 33 years of experience in the finance industry.
Alana Scott (CRD# 5462969) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Modesto, CA and has over 16 years of experience in the finance industry.
Nicole Seghetti, CFP® (CRD# 4782867) is CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative. She is the founder of Luminary Financial Planning in Modesto, CA, a fee-only boutique firm serving savvy women and their families. We help unburden you by simplifying the financial planning process. Ultimately, our success lies in your financial peace of mind. Nicole has over a dozen years of experience in the finance industry. She is interested in seeing how she can help you plan for -- and achieve -- your desired future.
Spencer Seidler (CRD# 5727069) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Modesto, CA and has over 14 years of experience in the finance industry.
Ryan Settle (CRD# 4845945) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manteca, CA and has over 19 years of experience in the finance industry.
Jill Sidman (CRD# 4240750) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 17 years of experience in the finance industry.