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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
Scott McIntyre (CRD# 1341534) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 15 years of experience in the finance industry. Scott McIntyre 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.
Karen Miller (CRD# 2945192) is an Investment Advisor Representative working at Gasber Financial Advisors, Inc. in Folsom, CA and has 1 year of experience in the finance industry. Karen Miller 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.
Marc Miner (CRD# 2700082) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 28 years of experience in the finance industry. Marc Miner 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.
Johnathan Mirabelli (CRD# 6679490) is an Investment Advisor Representative working at Equitable Advisors, LLC in Folsom, CA and has over 7 years of experience in the finance industry.
James Moore (CRD# 5785151) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 13 years of experience in the finance industry. James Moore 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.
Stephen Moore (CRD# 6076725) is an Investment Advisor Representative working at Edward Jones in Folsom, CA and has over 9 years of experience in the finance industry.
Melanie Morat (CRD# 6761207) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Folsom, CA and has over 5 years of experience in the finance industry.
Sharon Morrison (CRD# 1326185) is an Investment Advisor Representative working at Trunorth Wealth Partners in Folsom, CA and has 1 year of experience in the finance industry. Sharon Morrison 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.
Stephanie Motzkus-Bakan (CRD# 5600223) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 14 years of experience in the finance industry. Stephanie Motzkus-Bakan 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.
Sean Murray (CRD# 2355021) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry. Sean Murray 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.