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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
John Pira (CRD# 2662749) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monterey, CA and has over 28 years of experience in the finance industry.
Melanie Pitnick (CRD# 6390617) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 8 years of experience in the finance industry.
Billy Potter (CRD# 6671990) is an Investment Advisor Representative working at Knight Of California LLC in Carmel, CA and has over 7 years of experience in the finance industry.
Kevin Price (CRD# 4839019) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Carmel, CA and has over 19 years of experience in the finance industry.
Spencer Rand (CRD# 5070322) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monterey, CA and has over 17 years of experience in the finance industry. Spencer Rand 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.
Thomas Rapko (CRD# 4889203) is an Investment Advisor Representative working at T.h. Rapko & Company, LLC in Monterey, CA and has over 19 years of experience in the finance industry.
Susan Rede (CRD# 1063115) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monterey, CA and has over 38 years of experience in the finance industry. Susan Rede 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.
David Refuerzo (CRD# 5719309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 14 years of experience in the finance industry.
Glenn Reis (CRD# 1172517) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 40 years of experience in the finance industry.
Diego Reyes (CRD# 6131717) is an Investment Advisor Representative working at Stillwater Capital Management in Carmel-by-the-sea, CA and has over 6 years of experience in the finance industry.