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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
Laura Pedroncelli (CRD# 2872993) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Rosa, CA and has over 26 years of experience in the finance industry.
Donald Perdue (CRD# 1242144) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Forestville, CA and has over 40 years of experience in the finance industry.
Kate Poole (CRD# 6994789) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 6 years of experience in the finance industry.
Rosana Ralya (CRD# 6432739) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Erin Ray (CRD# 2579314) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 29 years of experience in the finance industry.
Richard Rebello (CRD# 4435641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, CA and has over 22 years of experience in the finance industry.
Daniel Rosaschi (CRD# 5338760) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has over 16 years of experience in the finance industry.
Jane Scarbrough (CRD# 869077) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 39 years of experience in the finance industry. Jane Scarbrough 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.
Patrick Scott (CRD# 4956855) is an Investment Advisor Representative working at Scott & Associates Investment Advisory Services in Saint Helena, CA and has over 24 years of experience in the finance industry.
Christopher Severson (CRD# 2143180) is an Investment Advisor Representative working at Edward Jones in Santa Rosa, CA and has over 32 years of experience in the finance industry. Christopher Severson 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.