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Distance Only Monterey, 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
Alexander Duddy (CRD# 5846514) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 13 years of experience in the finance industry.
Caroline Duddy (CRD# 6751108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
Frank Dyer (CRD# 714057) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 43 years of experience in the finance industry.
Milda Esquivel (CRD# 6757184) is an Investment Advisor Representative working at Edward Jones in Monterey, CA and has over 6 years of experience in the finance industry.
Charles Evans (CRD# 6946804) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 5 years of experience in the finance industry.
Thomas Faledas (CRD# 4570343) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 21 years of experience in the finance industry.
Scott Fosmark (CRD# 4426819) is an Investment Advisor Representative working at Commonwealth Financial Network in Monterey, CA and has over 22 years of experience in the finance industry. Scott Fosmark 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.
Eugene Ganeles (CRD# 5986516) is an Investment Advisor Representative working at Avantax Advisory Services in Monterey, CA and has over 12 years of experience in the finance industry.
Denise Ganji (CRD# 3196371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 24 years of experience in the finance industry.
Ramsin Ganji (CRD# 2165489) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 32 years of experience in the finance industry.