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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
Megan Duarte (CRD# 5440820) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 5 years of experience in the finance industry.
Juan Forcado (CRD# 7495709) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has 1 year of experience in the finance industry.
Loren Grabau (CRD# 6984490) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 4 years of experience in the finance industry.
Brett Krausse (CRD# 5287130) is an Investment Advisor Representative working at Morgan Stanley in Santa Maria, CA and has over 13 years of experience in the finance industry.
Antonio Mendoza (CRD# 6339744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Maria, CA and has over 2 years of experience in the finance industry.
Seth Ollice (CRD# 7525680) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has 1 year of experience in the finance industry.
Taranvir Pannu (CRD# 7134256) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 4 years of experience in the finance industry.
Donna Randolph (CRD# 4641215) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Maria, CA and has over 20 years of experience in the finance industry.
Danielle Sanchez (CRD# 7133479) is an Investment Advisor Representative working at First Command Advisory Services in Santa Maria, CA and has over 4 years of experience in the finance industry.
Irene Timmons (CRD# 4719084) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 18 years of experience in the finance industry.