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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
Nace Nickel (CRD# 1073204) is an Investment Advisor Representative working at Nickel Investment Advisors, Inc. in Windsor, CA and has over 40 years of experience in the finance industry.
Daniel Ott (CRD# 2595301) is an Investment Advisor Representative working at Mariner Independent in Windsor, CA and has over 29 years of experience in the finance industry.
Christopher Peck (CRD# 4527203) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 24 years of experience in the finance industry.
Kate Poole (CRD# 6994789) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 6 years of experience in the finance industry.
Richard Rebello (CRD# 4435641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, CA and has over 22 years of experience in the finance industry.
Justin Sloan (CRD# 5661286) is an Investment Advisor Representative working at Rb Capital Management, LLC in Windsor, CA and has over 14 years of experience in the finance industry. Justin Sloan 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.
Benjamin Stewart (CRD# 2211275) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Windsor, CA and has over 32 years of experience in the finance industry.
Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY. She has over 3 years of experience in the finance industry.
Michael Veit (CRD# 4089591) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windsor, CA and has over 24 years of experience in the finance industry.
Christine Cline (CRD# 2067951) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Windsor, CA and has over 15 years of experience in the finance industry.