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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
Brett Schroeder (CRD# 2209750) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Visalia, CA and has over 32 years of experience in the finance industry.
Shawn Sebert (CRD# 2434897) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Visalia, CA and has over 30 years of experience in the finance industry.
James Shaw (CRD# 2498399) is an Investment Advisor Representative working at Lpl Financial LLC in Visalia, CA and has over 29 years of experience in the finance industry.
Mark Shoemaker (CRD# 2387450) is an Investment Advisor Representative working at Mariner Independent in Poterville, CA and has over 30 years of experience in the finance industry.
Charles Sick (CRD# 6987669) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 5 years of experience in the finance industry.
Penney Sick (CRD# 4372936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 22 years of experience in the finance industry.
Todd Sorensen (CRD# 2408435) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Reedley, CA and has over 30 years of experience in the finance industry.
Devon Taylor (CRD# 6707364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 6 years of experience in the finance industry.
Craig Vejvoda (CRD# 1201684) is an Investment Advisor Representative working at Principal Securities, Inc. in Tulare, CA and has over 25 years of experience in the finance industry. Craig Vejvoda 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.
Timothy Welch (CRD# 4199017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 23 years of experience in the finance industry.