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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
Duane Nack (CRD# 1503436) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has over 33 years of experience in the finance industry.
Larry Nelson (CRD# 2275834) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salinas, CA and has over 31 years of experience in the finance industry.
Henry Nigos (CRD# 4283797) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pacific Grove, CA and has over 22 years of experience in the finance industry.
Whitney Ning (CRD# 4448684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 20 years of experience in the finance industry.
Herminia Ojeda (CRD# 5015828) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 18 years of experience in the finance industry.
Melissa Paddock (CRD# 6752432) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monterey, CA and has over 6 years of experience in the finance industry.
David Palshaw (CRD# 4395191) is an Investment Advisor Representative working at Monterey Bay Asset Management LLC in Monterey, CA and has over 21 years of experience in the finance industry. David Palshaw 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.
Deni Patton (CRD# 1174248) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salinas, CA and has over 38 years of experience in the finance industry.
Thomas Pelino (CRD# 728567) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 43 years of experience in the finance industry.
William Pinkerton (CRD# 865643) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 40 years of experience in the finance industry.