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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
Nathan Leishman (CRD# 5711285) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 5 years of experience in the finance industry.
Seth Leishman (CRD# 5095063) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 8 years of experience in the finance industry. Seth Leishman 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.
Sonja Lilja-Li (CRD# 4618492) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grass Valley, CA and has over 21 years of experience in the finance industry.
Sean McCabe (CRD# 4684817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yuba City, CA and has over 20 years of experience in the finance industry.
Ryan Meacher (CRD# 5197339) is an Investment Advisor Representative working at Edward Jones in Grass Valley, CA and has over 17 years of experience in the finance industry.
Kenneth Meyers (CRD# 2011745) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 33 years of experience in the finance industry.
Ryan Midkiff (CRD# 6608735) is an Investment Advisor Representative working at Lpl Financial LLC in Oroville, CA and has over 6 years of experience in the finance industry.
Sarah Moody (CRD# 6652057) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 4 years of experience in the finance industry.
Cheryl Morhauser (CRD# 2678976) is an Investment Advisor Representative working at Cheryl Morhauser & Associates in Grass Valley, CA and has 1 year of experience in the finance industry. Cheryl Morhauser 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.
Virginia Moye (CRD# 2221136) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 25 years of experience in the finance industry.