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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
Thurman Schisler (CRD# 5200829) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 17 years of experience in the finance industry.
Jeffrey Seuferling (CRD# 2934300) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 26 years of experience in the finance industry. Jeffrey Seuferling 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.
Lisa Skeldon (CRD# 5878978) is an Investment Advisor Representative working at Avantax Advisory Services in Corona, CA and has over 13 years of experience in the finance industry.
Reginald Stewart (CRD# 1910185) is an Investment Advisor Representative working at Planmember Securities Corporation in Corona, CA and has 1 year of experience in the finance industry.
Carolyn Tinkham (CRD# 1513523) is an Investment Advisor Representative working at Primerica Advisors in Corona, CA and has over 37 years of experience in the finance industry.
Joseph Trabert (CRD# 4031272) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Corona, CA and has over 24 years of experience in the finance industry.
Janeane Vena (CRD# 6706024) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 6 years of experience in the finance industry.
Daniel Verdugo (CRD# 6598523) is an Investment Advisor Representative working at Lpl Financial LLC in Corona, CA and has over 8 years of experience in the finance industry.
Dieter Walters (CRD# 5865262) is an Investment Advisor Representative working at Missionsquare Retirement in Corona, CA and has over 13 years of experience in the finance industry.
John Weyhgandt (CRD# 6291955) is an Investment Advisor Representative working at Western States Investments in Corona, CA and has over 10 years of experience in the finance industry.