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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
Robert Cozzi (CRD# 4842296) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 19 years of experience in the finance industry.
Nick Cozzone (CRD# 4404781) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fresno, CA and has over 22 years of experience in the finance industry.
Walter Cumiford (CRD# 4197211) is an Investment Advisor Representative working at Lpl Financial LLC in Clovis, CA and has over 23 years of experience in the finance industry.
Robert Daher (CRD# 4731735) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fresno, CA and has over 16 years of experience in the finance industry.
Eric Daniel (CRD# 5140369) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 17 years of experience in the finance industry.
Christopher Davis (CRD# 3016367) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 25 years of experience in the finance industry.
Donald Debernardi (CRD# 4929196) is an Investment Advisor Representative working at Sierra Asset Management in Oakhurst, CA and has 1 year of experience in the finance industry. Donald Debernardi 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.
Joshua Demedeiros (CRD# 4606359) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fresno, CA and has over 21 years of experience in the finance industry.
Stephen Detweiler (CRD# 6141064) is an Investment Advisor Representative working at Whelan Financial in Fresno, CA and has over 11 years of experience in the finance industry.
Thomas Dias (CRD# 3256715) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 24 years of experience in the finance industry. Thomas Dias 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.