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Distance Metro area (25 miles)
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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
Daniel Krause (CRD# 6794535) is an Investment Advisor Representative working at Verity Asset Management in Oakdale, CA and has over 6 years of experience in the finance industry.
John Krutsinger (CRD# 4922771) is an Investment Advisor Representative working at Commonwealth Financial Network in Murphys, CA and has over 15 years of experience in the finance industry.
Jessica Leveroos (CRD# 5824715) is an Investment Advisor Representative working at Edward Jones in Sonora, CA and has over 13 years of experience in the finance industry.
Anne Lintz (CRD# 3035313) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jackson, CA and has over 23 years of experience in the finance industry.
Charlene Lovitt (CRD# 4335575) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakdale, CA and has over 23 years of experience in the finance industry. Charlene Lovitt 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.
Gary Martin (CRD# 1307867) is an Investment Advisor Representative working at Primerica Advisors in Oakdale, CA and has over 39 years of experience in the finance industry.
Michael Mitchell (CRD# 2203963) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Avery, CA and has over 32 years of experience in the finance industry.
Richard Mordesovich (CRD# 2342709) is an Investment Advisor Representative working at Sonoma Private Wealth LLC in Sonoma, CA and has over 30 years of experience in the finance industry.
William Peterson (CRD# 5600402) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Jackson, CA and has over 15 years of experience in the finance industry.
Yunsun Rhee (CRD# 2817932) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakdale, CA and has over 26 years of experience in the finance industry.