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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
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.
Robert Melino (CRD# 1881506) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 28 years of experience in the finance industry. Robert Melino 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.
Dustin Metcalf (CRD# 5800968) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Palm Desert, CA and has over 13 years of experience in the finance industry.
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.
Shannon Miller (CRD# 2431025) is an Investment Advisor Representative working at Lpl Financial LLC in Indio, CA and has over 30 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.