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Distance Only Stockton, 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
Theodore Goodsell (CRD# 4315955) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 23 years of experience in the finance industry.
Blair Hake (CRD# 4207148) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stockton, CA and has over 23 years of experience in the finance industry.
Michael Haley (CRD# 1784225) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 5 years of experience in the finance industry.
Richard Holmes (CRD# 2600573) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stockton, CA and has over 29 years of experience in the finance industry.
Jamie Ince Santikham (CRD# 4432588) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stockton, CA and has over 22 years of experience in the finance industry.
Donna Kane (CRD# 4306537) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Stockton, CA and has over 23 years of experience in the finance industry. Donna Kane 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.
John Kjerulf (CRD# 6734313) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stockton, CA and has over 7 years of experience in the finance industry.
Phyllis Klein (CRD# 2263541) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Stockton, CA and has over 31 years of experience in the finance industry.
Jill Knoll (CRD# 4285541) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 23 years of experience in the finance industry.
Paul Lamandia (CRD# 4841009) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 19 years of experience in the finance industry.