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Distance Only Soquel, 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
Robert Baldacci (CRD# 3037308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Soquel, CA and has over 26 years of experience in the finance industry.
Brandyn Cavin (CRD# 4546490) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Soquel, CA and has over 22 years of experience in the finance industry. Brandyn Cavin 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.
Thomas Cavin (CRD# 733535) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Soquel, CA and has over 37 years of experience in the finance industry.
Bruce Cohen (CRD# 1001452) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Soquel, CA and has over 38 years of experience in the finance industry. Bruce Cohen 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.
Lisa Constant (CRD# 6411142) is an Investment Advisor Representative working at Edward Jones in Soquel, CA and has over 9 years of experience in the finance industry.
Michael Jordan (CRD# 2605063) is an Investment Advisor Representative working at Lincoln Investment in Soquel, CA and has over 29 years of experience in the finance industry.
Jonathan Lubell (CRD# 3220464) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Soquel, CA and has over 24 years of experience in the finance industry.
Eli Pao (CRD# 2670790) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Soquel, CA and has over 28 years of experience in the finance industry.
Lauren Stiteler (CRD# 5277157) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Soquel, CA and has over 16 years of experience in the finance industry.
Jacob Young (CRD# 2778779) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Soquel, CA and has over 27 years of experience in the finance industry. Jacob Young 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.