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Distance Only Chula Vista, CA
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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
Daniel Castro (CRD# 6936640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chula Vista, CA and has over 5 years of experience in the finance industry.
Andrew Goins (CRD# 6056176) is an Investment Advisor Representative working at Primerica Advisors in Chula Vista, CA and has over 11 years of experience in the finance industry.
William Greenwald (CRD# 1537372) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Chula Vista, CA and has over 16 years of experience in the finance industry.
Kunal Gupta (CRD# 7422088) is an Investment Advisor Representative working at Gold Path Investment Group in Chula Vista, CA and has 1 year of experience in the finance industry.
Kristin Krueger (CRD# 7508677) is an Investment Advisor Representative working at Edward Jones in Chula Vista, CA and has 1 year of experience in the finance industry.
Eddie McGee (CRD# 7164471) is an Investment Advisor Representative working at Smith & Wyatt in Chula Vista, CA and has over 4 years of experience in the finance industry.
Dhansukhbhai Patel (CRD# 3053958) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chula Vista, CA and has over 23 years of experience in the finance industry.
Damian Sanchez (CRD# 7386768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chula Vista, CA and has over 2 years of experience in the finance industry.
Davee Schulte (CRD# 2814412) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chula Vista, CA and has over 7 years of experience in the finance industry.