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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
Sheri Davidson (CRD# 1242802) is an Investment Advisor Representative working at Morgan Stanley in Salinas, CA and has over 9 years of experience in the finance industry.
Axel Del Cid (CRD# 6601169) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marina, CA and has over 8 years of experience in the finance industry.
Lukas Fortino (CRD# 7548860) is an Investment Advisor Representative working at Edward Jones in Gilroy, CA and has 1 year of experience in the finance industry.
Felicia George (CRD# 6115725) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 11 years of experience in the finance industry.
Thomas Gutshall (CRD# 7698190) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has 1 year of experience in the finance industry.
Tianyi Hao (CRD# 7007065) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Jose, CA and has over 5 years of experience in the finance industry.
Ryan Hastie (CRD# 7460344) is an Investment Advisor Representative working at Commonwealth Financial Network in Salinas, CA and has over 2 years of experience in the finance industry.
Joshua Irwin (CRD# 7322339) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 3 years of experience in the finance industry.
Nathan Jones (CRD# 4651357) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Freedom, CA and has over 21 years of experience in the finance industry.
Fernando Lopez (CRD# 6377717) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Watsonville, CA and has over 9 years of experience in the finance industry.