-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Smail (CRD# 5485288) is an Investment Advisor Representative working at Edward Jones in Red Bluff, CA and has over 16 years of experience in the finance industry. William Smail 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.
Deborah Sobrero (CRD# 2082702) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 27 years of experience in the finance industry.
Mark Spelts (CRD# 1802111) is an Investment Advisor Representative working at Spelts Wealth Management, Inc. in Chico, CA and has over 35 years of experience in the finance industry.
Jake Stephens (CRD# 6106915) is an Investment Advisor Representative working at Lpl Financial LLC in Chico, CA and has over 11 years of experience in the finance industry.
Brian Sweeney (CRD# 716386) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 38 years of experience in the finance industry.
Joseph Sweeney (CRD# 4968553) is an Investment Advisor Representative working at Sweeney & Michel, LLC in Chico, CA and has over 13 years of experience in the finance industry. Joseph Sweeney 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 Twisselman (CRD# 1234469) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 36 years of experience in the finance industry.
Jacob Van Rossum (CRD# 2619220) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chico, CA and has over 28 years of experience in the finance industry.
Kimberli Victorine (CRD# 1466345) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chico, CA and has over 37 years of experience in the finance industry.
Daniel Vincent (CRD# 4400096) is an Investment Advisor Representative working at Avantax Advisory Services in Chico, CA and has over 22 years of experience in the finance industry.