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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
Dena McSherry (CRD# 4025041) is an Investment Advisor Representative working at Planmember Securities Corporation in Redlands, CA and has over 24 years of experience in the finance industry.
Michelle Meisner (CRD# 6006739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Apple Valley, CA and has over 5 years of experience in the finance industry.
Violeta Mendez (CRD# 4070677) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 24 years of experience in the finance industry.
Paul Mendonca (CRD# 6905407) is an Investment Advisor Representative working at Edward Jones in Redlands, CA and has over 6 years of experience in the finance industry.
Anthony Mook (CRD# 5774202) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Redlands, CA and has over 13 years of experience in the finance industry.
Yerel Morales (CRD# 4157375) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hesperia, CA and has over 11 years of experience in the finance industry.
Sara Moreno (CRD# 5957904) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redlands, CA and has over 12 years of experience in the finance industry.
Phillip Naman (CRD# 2471583) is an Investment Advisor Representative working at Lpl Financial LLC in Banning, CA and has over 29 years of experience in the finance industry.
Richard Nelson (CRD# 1398739) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redlands, CA and has over 37 years of experience in the finance industry.
John Oliver (CRD# 352117) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Redlands, CA and has over 41 years of experience in the finance industry.