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Distance Only Aptos, 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
Mary Bellizzi (CRD# 4722632) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Aptos, CA and has over 20 years of experience in the finance industry.
Scott Bloom (CRD# 1055766) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Aptos, CA and has over 34 years of experience in the finance industry.
Eric Costello (CRD# 3185252) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aptos, CA and has over 25 years of experience in the finance industry.
Gary Croxall (CRD# 832113) is an Investment Advisor Representative working at Lpl Financial LLC in Aptos, CA and has over 37 years of experience in the finance industry. Gary Croxall 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.
Jane Kelley (CRD# 1070524) is an Investment Advisor Representative working at Jane C. Kelley in Aptos, CA and has over 31 years of experience in the finance industry. Jane Kelley 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.
George Kingston (CRD# 1080793) is an Investment Advisor Representative working at Kingston Financial Services in Aptos, CA and has over 41 years of experience in the finance industry. George Kingston 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.
Kristina Kuprina (CRD# 5071286) is an Investment Advisor Representative working at Lpl Financial LLC in Aptos, CA and has over 18 years of experience in the finance industry.
Jerry Lopez (CRD# 2949340) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Aptos, CA and has over 26 years of experience in the finance industry.
Glenn Nagamine (CRD# 6330327) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Aptos, CA and has over 9 years of experience in the finance industry.
Ryan Ozog (CRD# 5573985) is an Investment Advisor Representative working at Edward Jones in Aptos, CA and has over 13 years of experience in the finance industry.