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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
Sarah Moody (CRD# 6652057) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 4 years of experience in the finance industry.
Cheryl Morhauser (CRD# 2678976) is an Investment Advisor Representative working at Cheryl Morhauser & Associates in Grass Valley, CA and has 1 year of experience in the finance industry. Cheryl Morhauser 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.
Virginia Moye (CRD# 2221136) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has over 25 years of experience in the finance industry.
Christopher Newey (CRD# 5422153) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grass Valley, CA and has over 16 years of experience in the finance industry. Christopher Newey 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.
Allen Ostrofe (CRD# 1247987) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 32 years of experience in the finance industry. Allen Ostrofe 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.
Eric Sams (CRD# 4305094) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 23 years of experience in the finance industry.
David Scinto (CRD# 4250800) is an Investment Advisor Representative working at Scinto Group LLP in Grass Valley, CA and has over 23 years of experience in the finance industry.
Daniel Seltzer (CRD# 5962042) is an Investment Advisor Representative working at Arrow Wealth Advisors in Grass Valley, CA and has over 12 years of experience in the finance industry. Daniel Seltzer 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.
Thomas Seltzer (CRD# 2150880) is an Investment Advisor Representative working at Arrow Wealth Advisors in Grass Valley, CA and has over 32 years of experience in the finance industry.
Robert Smail (CRD# 6758324) is an Investment Advisor Representative working at Edward Jones in Grass Valley, CA and has over 6 years of experience in the finance industry.