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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
Brian Ullrich (CRD# 4263807) is an Investment Advisor Representative working at Commonwealth Financial Network in Modesto, CA and has over 23 years of experience in the finance industry. Brian Ullrich 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.
Daniel Valencia (CRD# 6131807) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 11 years of experience in the finance industry.
Todd Venturini (CRD# 3117214) is an Investment Advisor Representative working at Lpl Financial LLC in Modesto, CA and has over 25 years of experience in the finance industry. Todd Venturini 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.
Nathaniel Vieira (CRD# 6390354) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 9 years of experience in the finance industry.
Emily Vierra (CRD# 5470059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Modesto, CA and has over 10 years of experience in the finance industry.
Jaime Villa (CRD# 3070487) is an Investment Advisor Representative working at Mml Investors Services, LLC in Stockton, CA and has over 25 years of experience in the finance industry.
George Walters (CRD# 1029897) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Modesto, CA and has over 39 years of experience in the finance industry.
Zeth Walters (CRD# 4997738) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Modesto, CA and has over 18 years of experience in the finance industry.
Larry Watts (CRD# 1091948) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Stockton, CA and has over 41 years of experience in the finance industry. Larry Watts 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.
Gregory Weaver (CRD# 2783908) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tracy, CA and has over 26 years of experience in the finance industry.