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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
Kelly Hunziker (CRD# 1958756) is an Investment Advisor Representative working at Edward Jones in Solvang, CA and has over 27 years of experience in the finance industry. Kelly Hunziker 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.
Joseph Lambert (CRD# 865469) is an Investment Advisor Representative working at Lambert Capital Management in Solvang, CA and has over 40 years of experience in the finance industry.
Jeffrey Little (CRD# 1293868) is an Investment Advisor Representative working at Financial Telesis Company in Solvang, CA and has over 39 years of experience in the finance industry. Jeffrey Little 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.
Jorge Morales (CRD# 4485239) is an Investment Advisor Representative working at Lpl Financial LLC in Solvang, CA and has over 22 years of experience in the finance industry.
Larry O'callaghan (CRD# 2671685) is an Investment Advisor Representative working at Onedigital Investment Advisors in Solvang, CA and has over 28 years of experience in the finance industry.
William Serritslev (CRD# 5042198) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has over 18 years of experience in the finance industry.
Gregory Steele (CRD# 1398858) is an Investment Advisor Representative working at G.c. Steele & Company in Solvang, CA and has over 37 years of experience in the finance industry. Gregory Steele 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.
James Watts (CRD# 4735301) is an Investment Advisor Representative working at Edward Jones in Solvang, CA and has over 20 years of experience in the finance industry.
Michael Dibernardo (CRD# 7467680) is an Investment Advisor Representative working at Synchronous Wealth Advisors LLC in Solvang, CA and has over 2 years of experience in the finance industry.
Robin Serritslev (CRD# 7622631) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has 1 year of experience in the finance industry.