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Distance Only Santa Cruz, 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
Robert Mason (CRD# 4873777) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Cruz, CA and has over 16 years of experience in the finance industry.
Jane Massie (CRD# 2948080) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Cruz, CA and has over 26 years of experience in the finance industry.
Jane McKenzie (CRD# 4010146) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Cruz, CA and has over 24 years of experience in the finance industry.
Matthew Neiger (CRD# 2598102) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Cruz, CA and has over 28 years of experience in the finance industry.
Colleen O'brien (CRD# 2121683) is an Investment Advisor Representative working at Morgan Stanley in Santa Cruz, CA and has over 27 years of experience in the finance industry.
Trevor Owen (CRD# 6314032) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Cruz, CA and has over 9 years of experience in the finance industry.
John Pak (CRD# 2741277) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Santa Cruz, CA and has over 20 years of experience in the finance industry.
Matthew Pfeifer (CRD# 6331268) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Cruz, CA and has over 8 years of experience in the finance industry.
Jerry Positeri (CRD# 1425641) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Cruz, CA and has over 36 years of experience in the finance industry.
Dieter Ramaekers (CRD# 3006125) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Cruz, CA and has over 26 years of experience in the finance industry. Dieter Ramaekers 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.