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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
Christopher Grado (CRD# 7024071) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Monterey, CA and has over 5 years of experience in the finance industry.
Paul Gregory (CRD# 2981752) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 26 years of experience in the finance industry.
Jason Griffin (CRD# 2725523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 27 years of experience in the finance industry.
John Griffin (CRD# 2373019) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salinas, CA and has over 30 years of experience in the finance industry.
Douglas Gutshall (CRD# 2420463) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 30 years of experience in the finance industry.
Linda Guy (CRD# 2953517) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 26 years of experience in the finance industry. Linda Guy 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.
Karen Hagman (CRD# 6731171) is an Investment Advisor Representative working at Edward Jones in Salinas, CA and has over 7 years of experience in the finance industry.
Zachariah Harney (CRD# 6555568) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 8 years of experience in the finance industry. Zachariah Harney 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.
William Hastie (CRD# 1389076) is an Investment Advisor Representative working at Commonwealth Financial Network in Salinas, CA and has over 30 years of experience in the finance industry.
Charles Hewett (CRD# 2200338) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monterey, CA and has over 32 years of experience in the finance industry.