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Distance Only Roseville, CA
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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
James Biasotti (CRD# 2903140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 21 years of experience in the finance industry.
Marcia Bice (CRD# 4438359) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 14 years of experience in the finance industry.
Kenneth Bielejeski (CRD# 2307255) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Roseville, CA and has over 31 years of experience in the finance industry.
Thomas Biggs (CRD# 1341020) is an Investment Advisor Representative working at Western International Securities in Roseville, CA and has over 39 years of experience in the finance industry.
Joan Birdsell (CRD# 5676446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 14 years of experience in the finance industry.
David Bland (CRD# 1099854) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 41 years of experience in the finance industry.
Kristin Bluemel Redman (CRD# 6680692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 6 years of experience in the finance industry.
Daniel Blum (CRD# 5630907) is an Investment Advisor Representative working at Mml Investors Services, LLC in Roseville, CA and has over 14 years of experience in the finance industry.
Jonathan Bolter (CRD# 1584626) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 37 years of experience in the finance industry.
Douglas Boring (CRD# 4610108) is an Investment Advisor Representative working at Cwm, LLC in Roseville, CA and has over 21 years of experience in the finance industry. Douglas Boring 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.