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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
Peter Kendall (CRD# 1755772) is an Investment Advisor Representative working at Tweddell Goldberg Investment Management in Sonora, CA and has over 13 years of experience in the finance industry.
Nicole Kikugawa (CRD# 4818744) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sonora, CA and has over 19 years of experience in the finance industry.
John Krutsinger (CRD# 4922771) is an Investment Advisor Representative working at Commonwealth Financial Network in Murphys, CA and has over 16 years of experience in the finance industry.
Jessica Leveroos (CRD# 5824715) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 13 years of experience in the finance industry.
Michael Mitchell (CRD# 2203963) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Avery, CA and has over 32 years of experience in the finance industry.
Sarah Oskey (CRD# 6862592) is an Investment Advisor Representative working at Edward Jones in Angels Camp, CA and has over 6 years of experience in the finance industry.
Timothy Oskey (CRD# 6446008) is an Investment Advisor Representative working at Edward Jones in Angels Camp, CA and has over 9 years of experience in the finance industry.
Sarah Schlenz (CRD# 5892716) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 12 years of experience in the finance industry. Sarah Schlenz 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.
Jordan Sergent (CRD# 7057452) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 5 years of experience in the finance industry.
Todd Simonson (CRD# 2126011) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 33 years of experience in the finance industry.