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Distance Only Lodi, 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
Benjamin Kobrin (CRD# 4798008) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lodi, CA and has over 19 years of experience in the finance industry.
Erin Lenser (CRD# 6676898) is an Investment Advisor Representative working at Edward Jones in Lodi, CA and has over 7 years of experience in the finance industry.
Jeremy Lenser (CRD# 5824714) is an Investment Advisor Representative working at Edward Jones in Lodi, CA and has over 13 years of experience in the finance industry.
Matthew Lenser (CRD# 6386327) is an Investment Advisor Representative working at Edward Jones in Lodi, CA and has over 9 years of experience in the finance industry.
Kenneth Levy (CRD# 1291064) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 39 years of experience in the finance industry. Kenneth Levy 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 Lorente (CRD# 2394780) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 30 years of experience in the finance industry.
John McCann (CRD# 2479613) is an Investment Advisor Representative working at Mccann Investment Management LLC in Lodi, CA and has over 30 years of experience in the finance industry.
Michael McCay (CRD# 1841180) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lodi, CA and has over 31 years of experience in the finance industry.
Dudley McGee (CRD# 5800656) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 13 years of experience in the finance industry.
Dennis Morita (CRD# 4585649) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lodi, CA and has 1 year of experience in the finance industry.