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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
Dean Mayo (CRD# 4570159) is an Investment Advisor Representative working at Prudential Financial Planning Services in Indian Wells, CA and has over 21 years of experience in the finance industry.
James McCaughey (CRD# 5939311) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 12 years of experience in the finance industry.
Michael McConnell (CRD# 6183178) is an Investment Advisor Representative working at M Premier Partners in Indian Wells, CA and has over 10 years of experience in the finance industry.
Paul Meinhold (CRD# 2354934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 30 years of experience in the finance industry.
Maria Melecio (CRD# 6398625) is an Investment Advisor Representative working at Desert Wealth Management LLC in Palm Desert, CA and has over 9 years of experience in the finance industry. Maria Melecio 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.
Mathew Mellier (CRD# 2977040) is an Investment Advisor Representative working at Hardworking Capital Advisors, LLC in Palm Desert, CA and has over 26 years of experience in the finance industry. Mathew Mellier 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.
Kari Middleton (CRD# 4380518) is an Investment Advisor Representative working at Lpl Financial LLC in Bermuda Dunes, CA and has over 23 years of experience in the finance industry.
Cecilia Miles (CRD# 852684) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Palm Desert, CA and has over 43 years of experience in the finance industry.
Marc Minkoff (CRD# 1672824) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palm Desert, CA and has over 36 years of experience in the finance industry.
Cathleen Morici (CRD# 5049990) is an Investment Advisor Representative working at Hightower Advisors, LLC in Palm Desert, CA and has over 17 years of experience in the finance industry.