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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
Dora Steeley (CRD# 2211451) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Turlock, CA and has over 20 years of experience in the finance industry.
Marc Stocks (CRD# 2557703) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Turlock, CA and has over 29 years of experience in the finance industry. Marc Stocks 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.
Steve Teranishi (CRD# 2200464) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Turlock, CA and has over 32 years of experience in the finance industry.
David Vigil (CRD# 5265026) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Newman, CA and has over 17 years of experience in the finance industry. David Vigil 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.
Chad Webster (CRD# 5493951) is an Investment Advisor Representative working at Lpl Financial LLC in Patterson, CA and has over 15 years of experience in the finance industry.
Claudia Anguiano (CRD# 6558380) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Modesto, CA and has over 8 years of experience in the finance industry.
Alexander Esco (CRD# 6530352) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Turlock, CA and has over 4 years of experience in the finance industry.
Nancy Fuentes (CRD# 7119446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ceres, CA and has over 3 years of experience in the finance industry.
Matthew Harbeck (CRD# 7263073) is an Investment Advisor Representative working at Roush Investment Group in Modesto, CA and has 1 year of experience in the finance industry.
Letisha Miranda (CRD# 6481099) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Atwater, CA and has over 8 years of experience in the finance industry.