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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
Conrad Aarseth (CRD# 5156625) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 16 years of experience in the finance industry. Conrad Aarseth 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.
Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has over 27 years of experience in the finance industry. Harold Anderson 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.
Nathan Ankney (CRD# 2444651) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 22 years of experience in the finance industry.
Bryan Bentley (CRD# 5960205) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Granite Bay, CA and has over 12 years of experience in the finance industry.
Philip Bodine (CRD# 2423204) is an Investment Advisor Representative working at Sowell Management in Granite Bay, CA and has over 30 years of experience in the finance industry.
Paul Booth (CRD# 1082264) is an Investment Advisor Representative working at Delta Wealth Management in Granite Bay, CA and has over 38 years of experience in the finance industry. Paul Booth 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.
James Boyle (CRD# 5570142) is an Investment Advisor Representative working at Dynamic Wealth Strategies, LLC in Granite Bay, CA and has over 15 years of experience in the finance industry.
Adam Chervenak (CRD# 4940048) is an Investment Advisor Representative working at Edward Jones in Granite Bay, CA and has over 18 years of experience in the finance industry.
Kenneth Christie (CRD# 2218257) is an Investment Advisor Representative working at Spectrum Wealth Advisory Group, LLC in Granite Bay, CA and has over 31 years of experience in the finance industry.
Peter Guttman (CRD# 2217381) is an Investment Advisor Representative working at Quest Financial Services, Inc. in Granite Bay, CA and has over 31 years of experience in the finance industry.