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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 Soria (CRD# 5380942) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 8 years of experience in the finance industry. Sarah Soria 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 Yates (CRD# 7051443) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 2 years of experience in the finance industry.
Alexis Zenahlik (CRD# 7525466) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grass Valley, CA and has 1 year of experience in the finance industry.
Tyler Zwick (CRD# 7174874) is an Investment Advisor Representative working at Commonwealth Financial Network in Grass Valley, CA and has over 2 years of experience in the finance industry. Tyler Zwick 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.
Angela Adler (CRD# 2579690) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, CA and has over 26 years of experience in the finance industry.
Daren Anderson (CRD# 5142926) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincoln, CA and has over 9 years of experience in the finance industry.
Derrick Andrews (CRD# 1852661) is an Investment Advisor Representative working at Mariner Independent in Auburn, CA and has over 29 years of experience in the finance industry. Derrick Andrews 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.
Larry Au (CRD# 4741780) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Auburn, CA and has over 20 years of experience in the finance industry.
James Belluomini (CRD# 6435370) is an Investment Advisor Representative working at Edward Jones in Nevada City, CA and has over 9 years of experience in the finance industry.
Melanie Bergevin (CRD# 4871319) is an Investment Advisor Representative working at Edward Jones in Lincoln, CA and has over 19 years of experience in the finance industry.