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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
Caroline Duddy (CRD# 6751108) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
Frank Dyer (CRD# 714057) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 43 years of experience in the finance industry.
Kathleen Eckerson (CRD# 2868958) is an Investment Advisor Representative working at Advisory Alpha, LLC in Pebble Beach, CA and has over 26 years of experience in the finance industry.
Bret Elliott (CRD# 4384060) is an Investment Advisor Representative working at Elliott Financial, LLC in Pacific Grove, CA and has 1 year of experience in the finance industry. Bret Elliott 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.
Steven Emerson (CRD# 2953132) is an Investment Advisor Representative working at Commonwealth Financial Network in Marina, CA and has over 26 years of experience in the finance industry.
Michael Enz (CRD# 2466238) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 29 years of experience in the finance industry.
Milda Esquivel (CRD# 6757184) is an Investment Advisor Representative working at Edward Jones in Monterey, CA and has over 6 years of experience in the finance industry.
Charles Evans (CRD# 6946804) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monterey, CA and has over 5 years of experience in the finance industry.
Steven Evanson (CRD# 1836990) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 35 years of experience in the finance industry.
Thomas Faledas (CRD# 4570343) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 21 years of experience in the finance industry.